A complete list of active advisors currently associated with Claritas Advisors, LLC

Warmer can help you find a great advisor at Claritas Advisors, LLC or one who fits your needs even better.

Claritas Advisors is an SEC-registered investment manager that provides discretionary portfolio management and advisory services primarily to institutional clients and pooled vehicles, while remaining able to work with high-net-worth individuals under a negotiable account minimum. Clients enter an investment management agreement that defines the advisor’s discretionary authority and the scope of ongoing portfolio supervision. The firm combines quantitative and fundamental analysis with an emphasis on risk management to construct multi-asset portfolios, implementing strategies primarily with exchange-traded funds but also holding mutual funds, individual stocks, bonds, and legacy positions when appropriate. Portfolios are actively managed with periodic rebalancing and tactical adjustments to address changing market conditions, liquidity needs, and tax considerations. Noteworthy aspects include the firm’s modest assets under management (approximately $2.3 million) and concentration of leadership in a single principal who also serves as the firm’s chief investment and compliance officer and who brings prior institutional banking and asset-management experience. The firm does not accept proxy-voting responsibility, may recommend custodians and receive non-monetary benefits (research, software, support), and permits related-person trading subject to quarterly reporting and its Code of Ethics.

To learn more about the advisors currently working at Claritas Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Lucas Turton	Boston, MA	10

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