Clarus Asset Management portfolio strategies are designed for today’s modern markets to provide institutional-level, accessible solutions with a competitive cost structure. 

Clarus managers incorporate a modernized, state-of-the-art approach to portfolio design, diversification, and management. 
The overarching goal is to provide strong, risk-adjusted capital growth while delivering the most stable investment experience possible.

 

  Equity Selection Strategies

Actively managed, individual stock portfolios utilizing distinct equity selection methodologies designed to appeal to a wide variety of investors. The portfolios are unique to Clarus and employ management styles not commonly found at traditional Wall Street firms.

  • Focused Equity
  • Equity Leaders
  • Climate Portfolio
  • Dividend Equity

 

  Multi-Methodology Portfolios

A series of risk targeted, multi-methodology, multi-strategy, multi-manager offerings employing state-of-the-art portfolio construction and diversification techniques. 

  • Conservative
  • Balanced+
  • Moderate Growth
  • Growth+
  • Capital Appreciation

We also offer the STS Portfolio series, which provide multi-methodology, multi-strategy investment for smaller account sizes. Available in Conservative, Moderate, and Growth.

 

  Relational Factor Strategies

A unique take on the strategic allocation management style. The primary objective of the series is to seek positive, risk-adjusted returns over market cycles. The portfolio construction process focuses on identifying positive relational opportunities and relative valuation assessment of the primary asset classes.

  • Income
  • Balanced
  • Growth
  • Sectors
  • Blended Growth

 

  Strategic Allocation Strategies

A series of strategically managed, risk-targeted portfolios designed to provide broad diversification across all major asset classes. The portfolios offer a low minimum entry point and utilize both ETF and mutual fund investments. Clarus managers strive to add alpha via fund selection and asset allocation tilting.

  • Conservative
  • Moderate
  • Growth

 

  Tactical Allocation Strategies

A series of longer-term, risk managed portfolios designed to keep allocations in sync with the primary market cycles. Clarus seeks to position portfolios to participate in market advances during positive cycles while striving to minimize the impact of severely negative environments.

  • Conservative
  • Moderate
  • Growth