The following relationships support our efforts to remain client centric


By outsourcing a variety of our daily operational functions to the BAM ALLIANCE, we can dedicate ourselves to the most important aspects of your investment experience, tailored advice and direct client care.

Dimensional Fund Advisors (DFA)

Investing according to the academic evidence on how markets work is important, but theory is of little use if we can’t apply it to reality. We are proud to be among a select group of advisors with access to DFA’s family of mutual funds, specifically designed to capture returns through all types of markets, according to the science of investing.

BAM Retirement Solutions

To help you provide employees with a durable retirement plan, we are allied with plan administrator BAM Retirement Solutions. Together, we meld robust, advisor-managed portfolios with much needed fiduciary protection to plan sponsors.

Brokerage Unlimited Incorporated (BUI)

In alliance with BUI, we help clients protect themselves financially against unexpected losses, smoothly transfer wealth and meet business or other contractual obligations. Our goal is to coordinate your risk management needs sensibly and cost-effectively within your overall wealth strategy.

Account Custodians

To offer flexibility, Claris has formed relationships with the institutional divisions of Charles Schwab, Fidelity Investments and TD Ameritrade, any of whom can serve as custodian to the investment accounts we manage on your behalf. While you grant us Limited Power of Attorney to execute transactions for you, accounts are held in your name, with independent custodial statements sent directly to you.

“No one can whistle a symphony. It takes a whole orchestra to play it.”

H.E. Luccock
Yale Professor

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