Claro Advisors LLC
Claro Advisors, LLC is an independent Registered Investment Advisor (RIA) headquartered in Boston, Massachusetts. Founded in 2012 by Ryan Belanger, the firm is staffed by a team of over 20 professionals and manages well over $1 billion in client assets. Claro specializes in providing tax-efficient financial planning, investment management, and consulting services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm is known for its client-focused, fiduciary approach and commitment to transparency and innovative solutions using modern technology, serving a national base of clients seeking customized advice to reduce financial burdens and optimize wealth growth.
Investment Strategy
Claro Advisors employs a long-term, goals-based investment approach, constructing diversified portfolios primarily using mutual funds and ETFs, but also considering individual stocks, bonds, options, non-traded REITs, and unaffiliated money managers as appropriate. Portfolios are tailored to each client's objectives, risk tolerance, and financial situation, and are actively monitored to keep strategies aligned with client goals. As fiduciaries, Claro Advisors is committed to acting in each client's best interests, focusing on customized solutions, and often incorporates tax-efficiency into investment and financial planning. In addition to investment management, the firm provides comprehensive financial planning, including retirement, education, insurance, and charitable giving strategies.
Top Holdings
Equity Positions (363)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 5.11% | $30.9M | 54,470 | $436.05 | $568.03 | +$907.2K |
M MSFT | MICROSOFT CORP | 3.43% | $20.8M | 41,804 | $230.95 | $497.41 | +$504.1K |
I IWF | ISHARES TR | 3.40% | $20.6M | 48,493 | $358.40 | $424.58 | -$1.3M |
A AAPL | APPLE INC | 3.35% | $20.3M | 98,875 | $81.69 | $205.17 | -$7.6M |
I IWD | ISHARES TR | 2.69% | $16.3M | 83,949 | $178.63 | $194.23 | +$167.3K |