Portfolio Asset Management
Clarus Wealth Advisors knows how valuable it is to establish and maintain client relationships. When you join Clarus Wealth Advisors, your focus will be creating, enhancing, and maintaining relationships with clients. We will be the ones maintaining the relationship with investments.
The importance of having a full-service, in-house portfolio management team can be extremely beneficial to your success. With Clarus, you, your clients, and prospects will have direct access to an in-house portfolio management team with over 75 years of combined experience and a trusted fiduciary partner who acts in your best interest.
With portfolio managers at your fingertips, you gain the freedom and flexibility to select from a wide array of portfolios that best represent your client. Our on-site portfolio management team provides full-service management, rebalancing, reporting, and trading while tailoring your portfolios to match particular risk/return profiles. This can free up more time to focus on your clients and building relationships.
At Clarus Wealth Advisors, we are committed to providing investment management solutions that make sense in the modern market. Investment management is one of the key pillars of our business, and an area that we continually strive to improve as we continue to grow as a firm. It is our goal to provide a diverse lineup of portfolios that allows our clients and partners to feel confident in what they’re invested in and why.
Meet our three in house portfolio managers:
At Clarus Wealth Advisors, we provide a yearly Portfolio guide that is tailored towards best serving you and your client. We offer a variety of managed account portfolios that cover a broad spectrum of investment styles, risk profiles, and asset classes.
Learn more about our customized Portfolio Management Structures. If you’d like to speak with an experienced investment advisory team, call us or click here.
Portfolio Management Structures
- CAP Portfolios | Strategic Mutual Fund
- DFA Portfolios | DFA Mutual Fund
- Equity Portfolios | Equity
- STS & STS Premium Portfolios | Multi-Strategy Blends
- TAA Portfolios | Tactical ETF
