On December 10, 2025, Claris reached $1 billion in assets under management. As we mark this milestone, we want to express our sincere gratitude for the trust our clients have placed in us as stewards of their assets.
We couldn’t have reached this point without the support of the individuals, families, and organizations we serve. We are deeply grateful for the opportunity to work alongside our clients, whether those relationships have spanned months, years, or decades.
We’re looking forward to what’s ahead. Thanks “a billion” for the continued trust placed in Claris Advisors.
The Value Premium: Why Value Stocks Have Historically Outperformed Growth
In this month’s blog I wanted to write about the value premium, which is something instrumental in the investment philosophy we adhere to here at Claris Advisors. But I ran