Hermosa Beach, CA Office

Clarus Group provides discretionary investment management and financial planning to individuals (including high net worth clients), trusts, estates, corporations, and retirement plan participants. The firm manages roughly $158 million for about 182 clients and offers services that include customized portfolios of ETFs, individual equities and bonds, financial planning engagements, and held-away/participant account management.

The firm’s investment process combines fundamental and technical analysis to construct primarily long‑term portfolios while permitting shorter‑term trades for rebalancing, tax management, or market-driven opportunities. Clarus Group may use options and other derivative instruments as part of its portfolio strategies and implements held‑away account management through third‑party technology to apply tax‑efficient asset location and rebalancing.

Compared with many peers, Clarus Group discloses several uncommon features: it is affiliated with an accounting firm that provides tax and accounting services and may be recommended to clients; its advisory personnel are also licensed insurance professionals who may receive separate commissions; and the firm’s disclosures indicate use of derivatives in client accounts and the inclusion of client testimonials in its marketing materials. These arrangements and tool choices are noted in the firm’s ADV and are identified as potential sources of conflicts that the firm discloses and manages.