Wow, what a great time we had at our Annual Claris Educational Event last week at Busch Stadium in the Cardinals’ Clubhouse. From the venue to the speaker, we couldn’t have asked for a better turnout. The highlight of the evening, other than the drinks, food, tours and conversation, was the informative but simple message from our speaker Weston Wellington of Dimensional Fund Advisors (DFA). When Claris started in 1999, with the main principle of providing a prudent investment approach for our clients, we were fortunate to have DFA provide us with the tools and experience to deliver that approach.
The goal of our Educational Event is to continually educate as many as we can on what we do at Claris and why we do it in the manner we do. This event allows us the opportunity, through various thought leaders in our industry, to tell the story I think every investor should hear. Someone, other than Claris, delivering this message is refreshing and validating. Let’s face it; you hear it a lot from us already, we wanted to give someone else the chance.
For everyone that came, we were delighted to have you. For those who could not make it, we look forward to seeing you next time. In the meantime, don’t hesitate to contact us with any questions you might have.
Remember, the process of UNDERSTANDING how markets work for you, INVESTING in a methodology grounded in decades of academic research and RELAXING and spending time on what matters most to you knowing you have a plan in place that fits your unique goals and objectives is the best recipe for a successful investment experience.
