We at Claris are huge proponents of evidence-based investing. Whether it is us gaining traction with investors, or a like-minded firm, we simply enjoy sharing good news about the impact our model is having in the investment world.
So it was very exciting to learn about the success our strategic partner, The Buckingham Family of Financial Services, is having with Facebook employees.
Through our relationship with the Buckingham Family, Claris is part of the largest network of passive investment advisors in the country. The recent success of the entire network, which has grown to manage more than $17 billion in client assets, confirms our message is being heard by investors as they look for alternatives to major wirehouses and banks.