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.


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
100 High Street, Suite 950
Boston, MA 02110

Toll Free # (800) 604-2838

Fax # (800) 508-1983

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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. Disclosures and Terms of Use. 

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