Portfolio Management


Clarus Wealth Advisors knows how valuable it is to establish and maintain client relationships. When you join Clarus Wealth Advisors, your focus will be creating, enhancing, and maintaining relationships with clients. We will be the ones maintaining the relationship with investments.

The importance of having a full-service, the in-house portfolio management team can be extremely beneficial to your success. With Clarus Wealth Advisors, you, your clients, and your prospects will have direct access to an in-house portfolio management team with over 45 years of combined experience and a trusted fiduciary partner who acts in your best interest.

With portfolio managers at your fingertips, you gain the freedom and flexibility to select from a wide array of portfolios that best represent your client. Our on-site portfolio management team provides full-service management, rebalancing, reporting, and trading while tailoring your portfolios to match particular risk/return profiles. This can free up more time to focus on your clients and building relationships.

At Clarus Wealth Advisors, we are committed to providing investment management solutions that make sense in the modern market. Investment management is one of the key pillars of our business, and an area that we continually strive to improve as we continue to grow as a firm. It is our goal to provide a diverse lineup of portfolios that allows our clients and partners to feel confident in what they’re invested in and why.

Clarus Wealth Advisors is a proud part of

Peoria Products and Services Guide

Click Here to Learn More