Our commitment to you
With creativity and passion, we innovate and provide customized investment solutions to meet each of our client's unique financial needs and life objectives.
How claraphi can help you achieve your financial goals
ClaraPHI Advisory Network LLC is an SEC registered advisor--not a commission-driven broker dealer. It is with creativity and passion that we specialize in finding the right products and building the right road map for each investor. We use technology and intelligence with integrity to offer a balance of tangible and intangible investment services to help our clients accumulate and preserve wealth. Our advisors will work with you to properly design a customized portfolio for your particular investment needs. To learn more about us, we invite you to view the informational videos and pages that follow. Thank you for visiting us!
What is fractional share investing?
Investor Education
Our newest page debuts with a new informative video on "The Benefits of Fractional Investing." We hope you find the video educational and that you'll share it with others who may have an interest. We also hope you'll return to our new Investor Education page for more additional content in the future.
Our newest page debuts with a new informative video on "The Benefits of Fractional Investing." We hope you find the video educational and that you'll share it with others who may have an interest. We also hope you'll return to our new Investor Education page for more additional content in the future.
attention clients
Please CLICK HERE for detailed information on 2017-2018 IRA Account Deadlines
In the videos below, Vali Nasr, CEO of ClaraPHI, shares some thoughts to help you better understand our ideas about investing and how we work alongside investors just like you to help them achieve their financial objectives.
Dealing With Market Ups and Downs |
Transparency = peace of mind |
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It's natural to be a little nervous when riding the market "roller coaster." ClaraPHI CEO Vali Nasr's offers some thoughts on how to reduce your anxiety during times of market volatility.
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Having peace of mind is more important than ever, especially when it comes to your investments and account information. Vali Nasr discusses how ClaraPHI works to achieve this objective for every client.
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Who we are, what we do, where you can find us
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Implementing proven investment strategies
By combining our knowledge of portfolio construction and management with strategies that emulate those of some of the most successful university endowments, Claraphi--in partnership with Wealth Strategies Advisory Group--is pleased to offer The Household Endowment Model® to qualified investors. Click here to learn about this comprehensive institutional-style wealth management platform and how your portfolios may benefit from it even when markets are volatile.
A network built to serve you
From our investment philosophy to our collaborative planning approach, ClaraPHI is unique among financial advisories. We enjoy hearing from you, so we can understand how to better serve investors and help them to pursue their financial objectives under any market conditions. How may we help you? Complete the form to learn more.
"Welcome to a new age of investing."
