Products and Services

We have developed relationships with many investment managers, portfolio design strategists, and model construction specialists. We can offer your firm and your reps plug and play access with top of the line friendly service and training including:

• Investment managers to cover both strategic and tactical investment styles
• Managed Futures through Mutual Funds and Individual CTAs
• Registered Non-traded REITS and other advisory approved alternatives

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ClaraPHI Specialties

Operations and Technology Services
​Suitability evaluation, proposals with comparison and back testing, performance reporting, billing, tax reporting, client access, compliance reporting, powerful aggregation, trading, choice of custodians.

Investment Products
Search and due diligence, outstanding selection of investment managers,  managed futures, access to hedge funds, private equity offerings, alternative investments, portfolio construction, consulting.

Programs

• Unified Managed Account (UMA): Most flexible, low minimums, excellent for attracting  401(k)s.
• Separately Managed Account (SMA)
• ​Rep as manager: Help advisors manage their client accounts better through analysis and optimization, provides supervisors better tool to supervise.
• Monitoring: Allows advisors to manage client accounts held at any   outside custodian with another institution (VA 401(k), 403(b), etc.).   [Ask about this unique feature. It can improve your assets easily and quickly.] 

   
Intangibles

• Flexible with a “can do” attitude!
• We listen and work closely with our advisors and clients to provide the optimum solution.

Vali Nasr discusses his approach to portfolio construction and how RIA's and Independent Broker Dealers can benefit from ClaraPHI's expertise in customizing portfolios to meet client objectives.