The following relationships support our efforts to remain client centric

Buckingham Strategic Partners

As one of its founding members, we outsource a large portion of our daily operational functions to BSP, which allows us to focus on the most important part of Claris: our clients. BSP is one of the largest TAMPs in the world, serving over 1,000 advisors who collectively manage or administer $37 billion* in client assets.

*As of 03/31/2023

Dimensional Fund Advisors (DFA)

Rather than relying on futile forecasting or trying to outguess others, DFA draws information about expected returns from the market itself—letting the collective knowledge of its millions of buyers and sellers set security prices. Letting markets do what they do best—drive information into prices—frees DFA to spend time where they have a measurable advantage, namely in how they interpret the research, design and manage portfolios, and allow select advisors like Claris to provide premium client service.

Buckingham Retirement Solutions

We understand how important your business is to you and how an engaged workforce matters. Partnering with BRS, we will always act in your best interest; delivering fiduciary protection, transparency, simplicity and relevant education with a shared goal to increase the retirement readiness of your employees.

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