Claris Advisors | St. Louis Wealth Management and Investment

Understand how capital markets work for you.

Invest in methodology grounded in decades of academic research.

Relax and spend time on what matters most to you.

Mutual Fund Partner DFA Introduces Exchange-Traded Funds and Lower Fees for Claris Clients

Dimensional Fund Advisors (DFA), our long-term Mutual Fund partner, has a few exciting developments that will help us better serve our clients. Although Claris is independent of DFA, DFA is…
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2020 Brings A Shifting RMD Landscape for Retirees

While almost everyone has been impacted as a result of the pandemic, retirees have faced their own unique set of challenges. Between maintaining their own health and safety, considering how…
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What Should Not-for-Profits Be Doing About Their Investment Portfolios During COVID-19?

Over the years, myself and many of my evidence-based investing colleagues have noticed interesting reactions from our newer not-for-profit clients during times of market distress. Frequently, we will be asked…
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How Election Results Impact Market Returns

Every four years the citizens of the United States exercise their constitutional right to vote. It is also around this time of year that opinions, predictions and prognosticators reappear after…
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Is Passive Investing Creating a Bubble?

Investors have started asking questions around a passive investing “bubble” they’ve been hearing about recently. The basic argument behind the financial press coverage of this “bubble” is that the popularity…
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How to Avoid Curve Balls in Your Investment Strategy

In my early years of playing in the MLB, it was always said that one of the most difficult feats in all of sports is hitting a Major League curve…
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Wash U Develops Proprietary Tax Management Software for Claris Clients

One of the most effective ways a wealth advisor can deliver consistent value to their clients is to engage in efficient tax-management of their portfolio. This has ALWAYS been easier…
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How Can the Stock Market Rise So Quickly in This Economy?

As the economic and capital markets landscape continues to rapidly shift and evolve, the most common questions we receive from clients has changed in kind. In early March, our clients…
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We clear the way to smarter investing.

At Claris Advisors, we help individuals, institutions and retirement plan sponsors understand the forces driving the market. We believe this is the best foundation for a solid, long-term investment plan. A plan based on academic research, not Wall Street hype. This is the secret to bringing clarity – and calm – back to your financial life.

Understand how capital markets work for you.

Invest in methodology grounded in decades of academic research.

Relax and spend time on what matters most to you.

We clear the way to smarter investing.

Understand. Invest. Relax. Only with Claris Advisors. See how.