Claris Advisors, LLC

Claris Advisors, LLC, established in 1999, is a registered investment adviser based in St. Louis, MO. The firm manages investment portfolios for individuals, trusts, charitable organizations, businesses, and retirement plans. Claris Advisors primarily recommends portfolios of no-load mutual funds, with a focus on Dimensional Fund Advisors (DFA) funds. The firm may also include individual equity securities in client portfolios when necessary. Investment strategies are rooted in Modern Portfolio Theory, emphasizing diversified portfolios and passive asset class investment philosophy. Claris Advisors charges fees based on a percentage of assets under management, with a minimum account size of $250,000 for Investment Management Services. The firm also offers financial planning services with fees ranging from $500 to $5,000. Clients may engage in fixed income portfolios, with fees based on a percentage of assets. The firm may engage in successor trustee services for donor-advised funds, subject to a percentage of assets under management fee. Clients have investment discretion, allowing Claris Advisors to determine securities bought or sold within client portfolios. The firm does not vote proxies on behalf of clients and does not engage in legal proceedings involving securities held in client accounts. Claris Advisors does not have any financial commitments impairing its ability to meet client obligations.