A complete list of active advisors currently associated with The Clarus Group

Warmer can help you find a great advisor at The Clarus Group or one who fits your needs even better.

The Clarus Group provides wealth management and discretionary portfolio management to individuals, high net worth clients, trusts, estates, businesses and retirement plans. Services include customized investment management, comprehensive financial planning (including standalone engagements), retirement plan advisory and consulting for financial institutions. The firm’s investment process emphasizes long-term, model-based strategies built around absolute return, capital preservation, income generation and tax considerations, with core holdings primarily in ETFs and mutual funds and occasional use of individual securities, alternatives, structured notes and digital assets. Research combines fundamental and cyclical analysis, and the firm leverages an Outsourced Chief Investment Officer (OCIO) for portfolio analysis and recommendations while retaining discretionary authority and client-directed investment restrictions. Compared with many peers, The Clarus Group manages over $1.1 billion with a nine-advisor team, offers 3(38) fiduciary retirement plan services and provides consulting to broker/dealer customers, and recently began taking custody of client assets (triggering regulatory surprise-exam requirements). The firm is affiliated with an insurance agency and some advisory personnel are insurance-licensed, a relationship disclosed as a potential conflict when insurance products are recommended.

To learn more about the advisors currently working at The Clarus Group, 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.