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."
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.
© 2023 by Claro Advisors, LLC. All Rights Reserved.