About Us

MISSION

Our Mission at ClaraPHI is to assemble a team that believes in contributing to investor education. We provide meaningful and relevant advice, and through prudent investing, work to improve our clients’ financial future.

ClaraPHI is one of the few truly independent firms. We focus on recruiting only the most successful financial professionals. By keeping the bar high, we know our advisors have the discipline, experience, and training to develop and grow their investors’ assets. We don’t have to dictate how the advisor should sell or what they should sell. Instead we concentrate on bringing sophisticated tools and resources to investors and their advisors.

ClaraPHI’s principals and advisors have significant relevant and direct experience with investment management programs. We bring real value through 25 years of expertise in investment products, systems and tools to best help monitor the products and markets, and reporting mechanisms to evaluate results. Our goal here at ClaraPHI is to become one of the nation’s premier firms providing world-class tools and resources to investors and advisors.