Our Value

Always acting in the best interest of our clients. Full disclosure and transparency of fees and investment options. Providing true diversification. Focusing on what truly matters. The opportunity to relax and not have to worry about the latest ebbs and flows of the stock market. These are few of the distinct advantages we offer our clients. Our value extends well past the realm of investment management, we are true wealth advisors.

Individuals and Families

Learn how Claris works with individuals and families like yours on fiduciary wealth and risk management by designing a plan, building portfolios and protecting your financial security.

Business and Institutions

See how Claris advisors help businesses and institutions reach their financial goals through succession planning, group retirement and insurance planning and institutional asset management.

“Most individual investors would be better off in an index mutual fund.”