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.
Why You Should Stay Away from Emotional Investing
Protect Your Portfolio by Making Rational Decisions When it comes to investing, emotions can be your worst enemy. Many investors make decisions based on fear, greed, or excitement, often leading
Cheri Morena
April 16, 2026
