Your organization has unique needs and goals for the future. From passing down your legacy to the next generation, to offering valuable benefits needed to stay competitive as an employer, Claris takes the time to understand where you are and helps equip you with the tools to get to where you’re wanting to go. As a fiduciary, we have your best interests in mind when working alongside your organization to develop retirement and asset management strategies that are comprehensive, yet simple enough to communicate the value to your employees and stakeholders.
Business Succession Planning and Risk Management
Business owners give decades of their lives building and shaping their companies. In concert with our partners at Anders CPAs + Advisors, we help create comprehensive strategies for business owners to realize the wealth of their business and transition to their next act in life.
After working together to develop the ideal succession plan for their business, we help guide clients to the best method of funding that plan should an untimely death occur. Ensuring this worst-case scenario is addressed is one of the most important aspects of protection for a business and the families of the owners and employees.
Group Retirement and Insurance Plans
As 3(21) and 3(38) fiduciaries, we work with business owners to build and manage 401(k) and defined benefit plans that fit your exact needs and deliver low-cost solutions to help with employee attraction and retention.
While 401(k)s and similar types of retirement plans are very important to attracting and retaining high-quality employees, a benefits package including health, life and disability insurance is almost a must. We partner with industry leaders to provide our clients a top-tier, cost-competitive option.
With cybercrime getting more and more sophisticated, we also work with businesses on engaging in a cyber insurance policy that fits their needs and keeps their employees and digital assets protected and recovered in the event of a costly breach.
Charitable Endowments and Foundations
Acting in our role as fiduciaries, Claris’s evidence-based philosophy lines up perfectly with the needs of institutions and not-for-profits. We work with investment committees to develop an Investment Policy Statement and then build portfolios using low-cost, institutional asset managers. Our process and investments are modeled after some of the largest pension systems, both municipal and corporate, in the world.
