Claro Advisors
Overview
Claro Advisors is a Boston-based independent, fee-only, Registered Investment Advisor managing over $650 million in client assets. They offer comprehensive financial planning services, including investment management, retirement planning, estate planning, and tax strategy. Their approach is client-centric, focusing on understanding individual goals and tailoring strategies accordingly. The firm employs a four-step process: understanding the client, creating a personalized plan, implementing the plan, and monitoring its progress. This method ensures that clients receive a customized experience aligned with their financial objectives. Claro Advisors is committed to transparency and fiduciary responsibility, acting solely in the client's best interest without selling proprietary products or accepting fees from investment managers. This dedication to client-centric service has established them as a trusted advisor in the financial planning industry.
Investment Focus
- Accredited investor status may be required for certain investment opportunities
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Claro Advisors
What sectors does Claro Advisors invest in?
Claro Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Massachusetts, United States. Claro Advisors is listed as a other in the ConnectSafely investor database.
What stage does Claro Advisors invest at?
Claro Advisors backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Claro Advisors invest in?
Claro Advisors invests across United States.
What companies has Claro Advisors invested in?
Claro Advisors's portfolio includes Walmart, Staples, General Electric, Wayfair, Thermo Fisher Scientific, Biogen, Vertex Pharmaceuticals and Boston Properties.
Last updated · Source: ConnectSafely investor database
