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Portfolio Management & Financial Services

Portfolio Management & Financial Services

Portfolio Management

At Clarus Wealth Advisors, we offer a variety of managed account portfolios that cover a broad spectrum of investment styles, risk profiles, and asset classes. For more information on each portfolio series, including program descriptions and info sheets, please download our 2020 Clarus Portfolio Guide:

Download the 2020 Clarus Portfolio Guide (PDF)

Alternatively, you can explore information about our portfolios using the links below:

- CAP Portfolios | Strategic Mutual Fund
- DFA Portfolios | DFA Mutual Fund
- ETF Portfolios | Strategic ETF
- Equity Portfolios | Equity
- STS & STS Premium Portfolios | Multi-Strategy Blends
- TAA Portfolios | Tactical ETF

For more information about our managed account portfolios, please email or call (623) 583-6480.

Financial Services at Clarus Wealth Advisors

- Portfolio Management
- Insurance
- Retirement Planning
- Financial Planning
- Business Succession Planning
- Charitable Giving

Click here to view the Clarus Form CRS 2020 (PDF)


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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