LAGUNA HILLS, Calif., April 1, 2016 /PRNewswire/ -- Claraphi Advisory Network, "Claraphi," has been strategically developing a diversified network of fee-based investment products and services by partnering with some of the industry's most recognized custodians and technology providers. Claraphi's business model targets selected RIAs and IARs who want to focus on asset gathering and relationship management and entrust the vital components of investment management and reporting to Claraphi's expertise.
"We are essentially an RIA providing investment management services for other RIAs and our UMA account minimum is only $25,000," says Vali Nasr, CEO of Claraphi and a long-time industry veteran in the design, structure and operation of asset management platforms. "Our customized solutions can incorporate multiple separate account managers, ETFs, CEFs, and alternative investments (including private equity, non-traded REITs, variable annuities, hedge funds, etc.1) and our fees are extremely competitive. The firms with which we work include sub-advisors and solicitors who rely on us to build portfolio strategies that fit their clients' specific needs."
Claraphi's network of custodians includes Folio Institutional (which supports fractional share investing), Schwab and Fidelity. Orion Advisor Services is the core technology platform for Claraphi. Orion provides the integrated and fully-customizable technology solutions that advisors need to help grow their businesses over the long term. Orion's technology solutions empower more than 700 advisory firms with total assets under administration in excess of $225 billion, from more than 1,000,000 individual accounts2.
Key features of the Claraphi platform include: client risk tolerance profiling, portfolio design and testing (including hypothetical scenarios), comprehensive portfolio analytics, financial planning software integration, account aggregation, flexible monthly or quarterly fee billing, Salesforce/CRM integration, "on-demand" compliance, sales, tax, and performance reports, SEC Reporting, e-signature capability, secure account access for clients, a mobile app, and much more.
"We are not a one-size fits all shop," emphasizes Mr. Nasr. "Because our service standards are so high, we are just as selective with our advisor clientele as we are with our technology and investment management partners. We are confident in our abilities to support those advisors who rely on quality, timeliness and accuracy in order to support their growing practices. Our employees are highly knowledgeable and professional but most importantly, they are acutely responsive to the demands of our advisors and their clients."
For more information, visit www.claraphi.com or contact Vali Nasr, Andrew Tang, or Roxanna Guinan at 800-949-9936.
1 These products may not be appropriate for all investors, and are typically sold only by prospectus, and may be available only to Accredited Investors, as defined in Regulation D of the Securities Exchange Act of 1934, and/or Qualified Clients, as defined in Rule 205-3 of the Investment Advisers Act of 1940. We mention them here solely as an example of the types of investments we can manage through our platform. Alternative investments often charge high fees and entail significant risks of loss. Claraphi does not recommend any investments to clients until the firm has determined the client's risk profile, objectives, cash flow needs, and other investment considerations.
2 Orion is an independent services company, unaffiliated with Claraphi.
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SOURCE Claraphi Advisory Network