The Clarus Group

The Clarus Group, Inc. is a registered investment advisor founded in July 2020 and registered in September 2020. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, and businesses, acting as a fiduciary. Services include wealth management, investment management, and financial planning. Investment strategies focus on absolute return, capital preservation, income generation, tax minimization, and cash management, primarily using ETFs and mutual funds. The firm may also utilize individual stocks, bonds, options, alternative investments, and more. The Clarus Group charges annual investment advisory fees ranging from 0.50% to 1.50% based on assets under management. The firm does not charge performance-based fees and does not manage proprietary investment funds. Clients have discretion over selecting the custodian for their accounts, with recommendations provided. The firm does not participate in soft dollar programs and does not compensate for client referrals. The Clarus Group does not accept proxy-voting responsibility for clients. The firm's Privacy Policy ensures the protection and confidentiality of clients' personal information and does not sell such information. Clients can limit the sharing of their personal information for marketing purposes. The firm provides annual copies of the Privacy Policy and will notify clients of any material changes. Clients can contact the firm for any questions or concerns regarding their privacy.