Client Experience

Our Approach

In combination with our deep experience, adaptive use of technology, and an innovative investment process, we assist our multi-generational clients navigate markets using goals-based planning and proactive client service. 

"In order to generate extraordinary profits, you must have a focus that is beyond profits. You need to focus on how you serve your clients."

Investment Philosophy

At Claro we take a long-term approach to investment management.  Whether it's figuring out the right combination of equities versus fixed income, domestic versus international, or how much should be allocated to alternatives, our team will help you find the right mix of investments to meet your stated objectives. 

What differentiates us is that we also incorporate your external assets, such as real estate, stock in private companies and other assets into the equation.  We work with you to define your risk tolerance and customize a portfolio that matches your preferences.

THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to learn about your financial goals and see if our services are right for you.
Claro Advisors, LLC
185 Dartmouth St., 6th Floor
Boston, MA 02116

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  • Phone:
    (617) 379-3270
  • Toll Free:
    (800) 604-2838
  • Fax:

    (866) 920-4359

Client Logins

Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. This report is not a financial plan and is not intended as a solicitation or advice to purchase specific investments, but the information provided can assist you in evaluating your current financial situation and your ability to achieve your investment goals. Any projection of investment outcomes is hypothetical in nature, does not reflect actual investment results, and is not a guarantee of future results. Similarly, other information regarding various investment outcomes are hypothetical in nature, do not reflect actual results and are not guarantees of future results. The projections may not include all taxes applicable to your situation. Past performance is no assurance of future results. Investments may fluctuate and lose value, and unexpected market movements may result in changes in rates of return and anticipated performance. Claro does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. Claro will provide all prospective clients with a copy of our current Form ADV, Part 2 ("Brochure") prior to commencing an Advisory relationship. Please contact This email address is being protected from spambots. You need JavaScript enabled to view it. or toll free at 800-604-2838 with any questions.

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