Narus Financial Partners, LLC

Narus Financial Partners, LLC, formerly ClearStone Capital Management, LLC, is an investment adviser registered with the SEC since October 2014. The firm's team includes Jared Stubbs, Trent Bowers, Michael Robinson, and Curtis Lamb. They offer asset management services, investment consulting, and financial planning. Clients must appoint the firm as the investment adviser of record for specified accounts. The firm actively monitors and advises on buying, selling, and holding securities based on clients' financial situations and objectives. Narus Financial Partners manages over $467 million in client assets, with $454 million on a discretionary basis. The firm charges asset management fees based on a percentage of assets under management, with fees ranging from 0.60% to 1.25%. Investment strategies include long-term purchases, margin transactions, option writing, tactical and strategic asset allocation. The firm uses fundamental, qualitative, technical, and quantitative analysis. Clients have the option to grant discretionary or non-discretionary trading authority. Narus Financial Partners recommends Charles Schwab & Co., Inc. for custody and brokerage services. The firm does not vote proxies on behalf of clients and does not have custody beyond fee deduction authorization. Client privacy and data protection are paramount, with strict policies in place to safeguard information.