LAGUNA HILLS, Calif., Sept. 29, 2016 /PRNewswire/ -- Claraphi Advisory Network, LLC ("Claraphi"), is gaining ground in the managed accounts arena by offering a unified managed account, a "UMA," that can blend separate account managers, ETFs, and alternative investments1.
Claraphi works with advisors of independent broker/dealers and with RIAs who want to focus on asset gathering and entrust the investment management and reporting to Claraphi's expertise.
"We are seeing an industry-wide interest from advisors who are adapting their practices to be more holistic and understanding of their clients' overall financial goals," says Roxanna Guinan, Claraphi's Senior Vice President of Business Development. "Alternative investments enable advisors to offer their clients portfolios that are more endowment-like in nature, provide additional opportunities for income and/or growth and have less correlation to the stock market."
Claraphi's roster of alternatives includes: private equity, real estate, commercial lending, hedge funds, energy, etc., all of which have undergone an extensive due diligence process.
Claraphi's network of custodians includes Folio Institutional (which supports fractional share investing), Schwab, Fidelity, Kingdom Trust and TIAA CREF.
Key features of the Claraphi platform include: client risk tolerance profiling, portfolio design, comprehensive portfolio analytics, financial planning software integration, account aggregation, flexible monthly or quarterly fee billing, CRM integration, "on-demand" sales, tax, and performance reports, and much more.
For more information, visit www.claraphi.com or contact Vali Nasr 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.
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SOURCE Claraphi Advisory Network