The Value of an Advisor Part 3: Asset Allocation

Study after study has shown that a portfolio’s asset allocation – the precise mix of equities, fixed income, alternatives, etc., should be the most important determinant of investment returns. The […]

The Value of an Advisor Part Two: Asset Location

Over the years, we have reviewed many non-client advised asset statements, and are always shocked to see instances where the asset allocation in tax-advantaged accounts is identical to the asset […]

The Value Premium- Where Is It?

Claris subscribes to a philosophy called evidence-based investing. In short, we manage our clients’ portfolios according to the findings of rigorous academic studies and peer-reviewed publications. We ignore the Wall […]