Portfolio Management

We know how valuable it is to establish and maintain client relationships. When you join Clarus Wealth Advisors, your focus will be creating, enhancing, and maintaining relationships with clients. We will be the ones maintaining the relationship with investments. The importance of having a full-service, in-house portfolio management team can be extremely beneficial to your success. With Clarus Wealth Advisors, you, your clients, and prospects will have direct access to an in-house portfolio management team with over 45 years of combined experience and a trusted fiduciary partner who acts in your best interest.

With portfolio managers at your fingertips, you gain the freedom and flexibility to select from a wide array of portfolios that best represent your client. Our on-site portfolio management team provides full-service management, rebalancing, reporting, and trading while tailoring your portfolios to match particular risk/return profiles. This can free up more time to focus on your clients and building relationships.

At Clarus Wealth Advisors, we are committed to providing investment management solutions that make sense in the modern market. Investment management is one of the key pillars of our business, and an area that we continually strive to improve as we continue to grow as a firm. It is our goal to provide a diverse lineup of portfolios that allows our clients and partners to feel confident in what they’re invested in and why.

Material discussed is meant for general illustration and/or educational purposes only. It is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary and therefore the information should only be relied upon in conjunction with individual investment professional advice. Past performance is no guarantee of future results. Diversification does not ensure against loss. Neither the information presented nor any opinion expressed constitute a solicitation for the purchase or sale of any security.

Clarus Portfolio Management Solutions

Clarus Wealth Advisors provides a diverse platform of portfolio management solutions at competitive cost. We offer an array of varying methodologies and risk profiles to suit any client type. Below you can find information on each series. If you’d like to speak with our experienced investment advisory team, please call us at 623-583-6840 or contact us.