Claro Advisors Inc.

Claro Advisors Inc. serves individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans with investment advisory, financial planning, retirement plan advisory and consulting services. The firm offers both discretionary and non‑discretionary portfolio management, financial planning and consulting, consulting services to brokerage customers, and also manages a private fund while facilitating client access to digital‑asset accounts and non‑purpose lending programs.

Claro’s investment process is primarily fundamentally driven and generally long‑term in orientation, with portfolios constructed from mutual funds, ETFs and, as appropriate, individual stocks, bonds, options, REITs, margin strategies and unaffiliated managers. The firm conducts internal due diligence, establishes tailored asset allocations and ongoing monitoring, and will rebalance or execute shorter‑term trades when consistent with client objectives and risk tolerance.

Notable distinctions include Claro’s role as investment manager to the Claro Bain Technology Opportunities Fund, a private, technology‑focused fund seeking value‑driven exposure to technology and cybersecurity companies (offering documents govern qualifications and a $200,000 minimum). The brochure also discloses several less common practices for firms of this size: assisting clients with Fidelity Digital Asset accounts, introducing clients to UPTIQ non‑purpose loan programs, and the use of client testimonials in advertising.