Clarus Asset Management provides turnkey portfolio management services for advisors and institutions at a competitive cost.
We employ a modernized, state-of-the-art approach to portfolio design and diversification. Our strategies are built for modern markets to provide institutional-level, accessible solutions.
We strive to provide portfolios that feature strong, risk-adjusted capital growth while delivering the most stable investment experience possible.
From multi-manager, multi-strategy portfolios to risk-managed solutions and cutting-edge equity strategies, Clarus can enhance your firm’s service offering.
The Clarus Edge: Modernized Portfolio Design™
Multi-Methology Portfolios
Employs state-of-the-art diversification and portfolio construction techniques.
Equity Selection Strategies
Applies cutting-edge management styles via four stock selection strategies.
Relational Factors Strategies
Uniquely identifies relational and relative valuation opportunities within the primary asset classes.
Strategic Allocation Strategies
An advanced take on a classic investing style, featuring diversified asset allocation with leadership tilting.
Tactical Allocation Strategies
Provides the latest innovations in risk mitigation, designed to keep allocations in sync with the primary market cycles.
GIPS Verified Performance
Modernized Portfolio Design in Practice
Clarus Asset Management offers a full suite of managed portfolios to suit any client need, including our state-of-the-art MMP models, proprietary Equity portfolios, and more.
State-of-the-art portfolio diversification
Risk-adjusted capital growth
Stable investment experience for increased client retention
Request more information on our GIPS verified portfolio lineup or schedule a consultation on how partnering with us can transform your business.
Why Clarus?
What We Offer
- Suite of Verified Portfolio Solutions Varying methodologies, styles, risk profiles and blends, all GIPS verified
- TAMP Solutions Clarus offers turnkey portfolio management services
- Sub-Advisory Services Clarus can act as sub-advisor to your firm
- Customized White-Label Portfolio Solutions Clarus can customize portfolios for your firm
- Portfolio Signal Services Clarus can act as a signal-provider to your firm
What Sets Us Apart
- Independent Independent, privately owned investment management firm
- Modernized Firm Focus: Modernized Portfolio Design™
- Experienced Over 90 Years of Portfolio Manager Experience
- SEC Registered Clarus is a registered investment advisor with United States Securities and Exchange Commission
- GIPS Verified Clarus was independently verified for the periods December 31, 2016, through December 31, 2024. The verification report is available upon request.
