Clarus ETF Portfolio Series

Clarus ETF Portfolio Series

Strategic ETF Portfolio Series

Strategic ETF Portfolios | Minimum: $50,000 | Manager: Ken Hartley
Info Sheets (PDF): Income | Balanced | Growth | Sectors

Clarus ETF Portfolios | Qualified & Non-Qualified

The objective of the Clarus ETF Portfolios is to seek positive, risk-adjusted returns by determining how asset classes are valued relative to each other. The portfolios are constructed using an asset allocation process that seeks positive, risk-adjusted total returns. Clarus offers three risk levels: Income, Balanced, and Growth.

All asset classes are utilized through Exchange Traded Funds (ETF’s) and a few, highly-rated mutual funds that replicate a particular asset class. ETF’s provide a true asset class match without the “style-drift” of mutual funds and are generally a less expensive asset to use in portfolio construction. ETF’s are also tradable throughout the day, in the event market volatility creates opportunity.

Based on market volatility, the portfolio will typically be rebalanced quarterly. Tax sensitivity will be considered in individual accounts, but will not override the decision to rebalance. The portfolios manage risk through the use of trailing stops on each position, individually. This helps maintain a client's risk tolerance during periods of high market volatility and uncertainty.

Options available for qualified and non-qualified accounts, depending on the client account type.

Sectors Portfolio

The objective of the Clarus Sectors Portfolio is to seek positive, risk-adjusted returns by determining how asset classes are valued relative to each other. The portfolio is constructed using an asset allocation process that seeks market sectors that are out of favor or have underperformed relative to other sectors. The portfolio will be constructed to anticipate market rotation to the sectors that were previously mispriced.

All asset classes are utilized through Exchange Traded Funds (ETF’s) that replicate the particular asset class. ETF’s provide a true asset class match without the “style-drift” of mutual funds and are generally a less expensive asset to use in portfolio construction. ETF’s are also tradable throughout the day, in the event market volatility creates opportunity.

Based on market volatility, the portfolio will typically be rebalanced quarterly. Tax sensitivity will be considered in individual accounts, but will not override the decision to rebalance. The portfolios manage risk through the use of trailing stops on each position, individually. This helps maintain a client's risk tolerance during periods of high market volatility and uncertainty.

50% Growth / 50% Sectors Portfolio

A 50% / 50% blended portfolio of the Clarus Growth ETF Portfolio and Clarus Sectors ETF Portfolio.

 

 

Investment advisory services offered through Clarus Wealth Advisors LLC a SEC Registered Investment Advisor.
Securities offered through Crown Capital Securities LP member FINRA & SIPC
Clarus Wealth Advisors LLC and Crown Capital Securities LP are unaffiliated companies.

 

 

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