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.

Investment Methodology White Paper

A critical component to your client experience with our firm is the formation of a robust investment plan to guide you and us as we build and maintain your portfolio…
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Scott Iverson Named Member of Claris Advisors, LLC

Claris Advisors, LLC is proud to announce that Scott Iverson, CFP®, ChFC, CEBS, CRPS has been named a Member of the company effective 1/1/20. Scott has served as a wealth…
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Where Has the Value Premium Gone?

As evidence-based investors, Claris and our clients follow decades of Nobel Prize-winning research and tilt investment portfolios toward long-term sources of higher expected returns. These sources, or premiums, were conclusively…
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Volatility Continues as Trade Tensions Remain High

Coming off years of strong investor confidence, volatility has become the name of the game. 2018 was a hard year for equity markets when, for the first time in almost…
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Pouring Cold Water on the Bucket Investing Strategy

The bucket strategy is a commonly used investment strategy, dividing a retirement portfolio into at least two different accounts. One account is invested in a more aggressive manner for future…
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Ask Claris: Why Do You Use Only One Mutual Fund Company to Manage Portfolios?

It’s not unusual for someone to ask us why we exclusively use one mutual fund company to manage our clients’ portfolios. The simple answer: it’s based on planning and implementation.…
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For Every Seller, There’s a Buyer

“Sellers were out in force on the market today after negative news on the economy.” It’s a common line in TV finance reports. But have you ever wondered who is…
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A Great Night for Baseball at our 7th Annual Client Appreciation Event

No rain, cool temps, good food, great company and top that off with a 5-3 win for the St. Louis Cardinals to hold their National League Wildcard spot! Our client…
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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.