This year is already coming to an end and I once again find myself wondering where the year went. I know as I get older I continue to wonder this even more, and this year was no exception. As we wrap up 2014, I want to share with you what Claris has accomplished. We officially went over the $300 million mark of assets under management (AUM). We owe this wonderful accomplishment to our clients that have put their trust in us as advisors and appreciate the opportunities we have had.
Our variety of educational events were very successful and well received in the past year. We had our first full year of “Conversations with Claris” installments and our second annual Educational Event. We plan on continuing these events in the coming year, as well as adding a second educational event. And don’t forget our ever popular Client Appreciation Event in the summer. We will be going on our fourth year and we plan on it being bigger and better than ever. We are well underway in the planning stages for next year, so make sure to watch for more information on our upcoming events, our goal is to continue to help you Understand, Invest and Relax.
As we head into 2015 we also wanted to share with you the exciting news that, due to our growth, we are adding to our staff. We will be sending out more formal information shortly introducing you to Chris Bettonville, our new operations associate.
Happy Holidays from the Claris team.