A complete list of active advisors currently associated with Claro Advisors Inc.

Warmer can help you find a great advisor at Claro Advisors Inc. or one who fits your needs even better.

Claro serves a range of individual and institutional clients, including non‑HNW and high‑net‑worth individuals, trusts, estates, businesses, and retirement plans. The firm provides discretionary and non‑discretionary investment management, financial planning and consulting, retirement plan advisory, and investment consulting to brokerage customers, and it also acts as an investment manager to pooled vehicles. Claro’s investment approach is personalized and primarily long‑term focused, with portfolios constructed from mutual funds, ETFs and individual securities and supplemented by strategies that may include options, margin, non‑traded REITs and digital assets. The firm offers proprietary, internally managed strategies (Claro Intelligent Strategies, e.g., Personalized Indexing, Hedged Equity, Enhanced Treasuries) and an overlay service called Portfolio Boost™, and it may delegate portions of portfolios to unaffiliated independent managers. Distinctive features in Claro’s brochure include its role as adviser to a private fund (Claro Bain Technology Opportunities Fund, a Delaware vehicle focused on technology and cybersecurity), the firm’s ability to manage pooled vehicles, and explicit use of derivatives and borrowing in client accounts (including margin and a disclosed lending program that can use client assets as collateral). The firm also documents platform relationships with custodians and institutional platforms, and it operates from multiple offices and offers digital‑asset account onboarding through a third‑party custodian.

To learn more about the advisors currently working at Claro Advisors Inc., 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.