ClaraPHI Email Format
Financial ServicesWashington, United States11-50 Employees
ClaraPHI Advisory Network is a registered investment adviser focused on simplifying and reducing the cost of responsible asset management for individuals, institutions, and financial services professionals. Based in Seattle, Washington, the firm draws on more than a century of combined investment experience across its principals and advisors. Its leadership includes CEO Vali Nasr, President and General Counsel Mark Roth, and Andrew Tang, Executive Vice President of Wealth Management Strategies. The organization positions itself within the financial services sector as a provider of tools and resources to investors and advisors to support responsible investment programs. In 2019, ClaraPHI formed a partnership with Dynamic Advisor Solutions LLC to act as a third-party money manager, offering due diligence on non-traded alternative investments and diversification-focused portfolios.