Clarity Asset Management, Inc.

EST. AUM
$257,355,061

CONTACTS

CLIENT ACCOUNTS
613

Firm Details

Metro area Des Moines
CRD Number 115699
Website investmentclarity.com
Client types

Overview

Clarity Asset Management, Inc. is an independent, fee-only registered investment adviser based in Ames, Iowa, founded in 1998. Operating under a strict fiduciary standard, the firm is led by Donald L. Erickson (ChFC®), Steven J. Larson, and Debra A. Conlon. Clarity provides integrated financial planning and discretionary investment management services to individuals, multi-generational families, trusts, and charitable organizations. Its investment philosophy is grounded in Modern Portfolio Theory, emphasizing prudent diversification to reduce risk and enhance tax efficiency. The firm constructs long-term portfolios using low-cost institutional mutual funds, ETFs, and select individual equities.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Clarity Asset Management, Inc.

Platform Details

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