Individuals and Families

Prepare for a refreshing change when you turn to Claris for you and your family’s personal wealth. Our firm has been modeled to serve in a fiduciary capacity, representing only your highest interests. Our client experience helps remove reckless behavior and emotion from the wealth management equation. The result is a vantage point from which you can digest and understand your entire investment landscape by designing, building and protecting your wealth management strategy.

Fiduciary Wealth and Risk Management

Design: Acting in a fiduciary capacity to all of our clients, we believe that the true wealth management experience begins with developing an integrated financial plan utilizing the most sophisticated probability analysis software available. The result is a well-crafted plan that serves as a roadmap for your financial journey.

Build:  Rather than rely on hit or miss prediction, we focus on building portfolios that incorporate the latest in the science of investing. This strategy results in capturing global market returns across diversified sources in a cost-efficient manner while consistently managing risk and tax efficiency.

Protect: Life has a way of throwing us a curveball when we least expect it. At Claris, we believe that an important part of managing wealth is having a plan in place for what happens when you’re no longer here or if you’re unable to work and provide the financial security you want for your family. We help our clients protect what matters most to them by evaluating and selecting insurance policies that work for their goals, including:

  • Life insurance
  • Disability insurance
  • Long-term care insurance
  • Property & casualty insurance

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