Clarus ETF Portfolio Series

Strategic ETF Portfolios | Minimum: $50,000 | Manager: Ken Hartley

 

Clarus ETF Portfolios

The objective of the Clarus ETF Portfolios is to seek positive, risk-adjusted returns by

determining how asset classes are valued relative to each other. The portfolios are constructed

using an asset allocation that seeks positive, risk-adjusted total returns.

Clarus offers three risk levels:

  • Income (40% equity / 60% fixed income target)
  • Balanced (60% equity / 40% fixed income target)
  • Growth (80% equity / 20% fixed income target).

Portfolio equity targets and positional allocations are subject to change at the manager’s discretion to best fit the current market.

All asset classes are utilized through Exchange Traded Funds (ETF’s) that replicate the

particular asset class. ETF’s provide a true asset class match without the “style-drift” of

mutual funds. ETF’s are generally a less expensive asset to use in portfolio construction. ETF’s

are tradable throughout the day, in the event market volatility creates opportunity.

Based on market volatility, the portfolio will typically be rebalanced quarterly. Tax sensitivity

will be considered in individual accounts, but will not override the decision to rebalance.
 

Sectors Portfolio

The objective of the Clarus Sectors Portfolio is to seek positive, risk-adjusted returns by determining

how asset classes are valued relative to each other. The portfolio is constructed using an asset

allocation that seeks market sectors that are out of favor or have underperformed relative to

other sectors. The portfolio will be constructed to anticipate market rotation to the sectors that

were previously mispriced.

All asset classes are utilized through Exchange Traded Funds (ETF’s) that replicate the

particular asset class. ETF’s provide a true asset class match without the “style-drift” of

mutual funds. ETF’s are generally a less expensive asset to use in portfolio construction. ETF’s

are tradable throughout the day, in the event market volatility creates opportunity.

Based on market volatility, the portfolio will typically be rebalanced quarterly. Tax sensitivity

will be considered in individual accounts, but will not override the decision to rebalance.

 

50% Growth / 50% Sectors Portfolio

A 50% / 50% blended portfolio of the Clarus Growth ETF Portfolio and Clarus Sectors ETF Portfolio.