Start a Thoughtful Investment Conversation
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Start a Thoughtful Investment Conversation
Scroll to Explore
Start a Thoughtful Investment Conversation
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APPOINTMENTS
Get in Touch
When you book a call with Claro Advisors, you’ll speak directly with an experienced advisor who understands structured notes and personalized portfolio planning. Our conversations are educational, fiduciary-focused, and tailored to your goals—not a sales pitch.
WHAT WE PROVIDE
What to Expect
01.
01.
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A short discovery conversation to understand your financial goals, time horizon, and risk preferences
01.
A short discovery conversation to understand your financial goals, time horizon, and risk preferences
02.
02.
02.
A clear explanation of structured notes and how they could fit in your portfolio
02.
A clear explanation of structured notes and how they could fit in your portfolio
03.
03.
03.
Discussion of potential strategies with defined outcomes and risk parameters
03.
Discussion of potential strategies with defined outcomes and risk parameters
04.
04.
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Answers to your questions so you leave the call with clarity and confidence
04.
Answers to your questions so you leave the call with clarity and confidence
Contact Us
or just manually reach out at our phone number/email.
REACH OUT
We’d love to hear from you
or just manually reach out at our phone number/email.
Email Support
structurednotes@claroadvisors.com
Visit Our Office
100 High Street, Suite 950
Boston, MA 02110
Call Us Directly
+(617) 769-2226
We respect your time and privacy. All consultations are confidential and conducted under our fiduciary standard. Have other questions? Visit our FAQ page for more details.
We respect your time and privacy. All consultations are confidential and conducted under our fiduciary standard. Have other questions? Visit our FAQ page for more details.
Want To Learn More?
Learn how structured notes are used and whether they may align with your investment objectives.
Disclaimer
Claro Advisors, Inc. ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client.
FIDELITY INSTITUTIONALSM
Fidelity INSTITUTIONALSM provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs),including strategic acquirers and professional asset managers, as well as retirement recordkeepers, dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion.
Fidelity Investments and National Financial Services LLC (together "Fidelity") is an independent company, unaffiliated with Claro Advisors, Inc. ("Claro"). Fidelity is a service provider to Claro. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Claro and does not guarantee, or assume any responsibility for its content. Fidelity is a registered trademark of FMR, LLC. Fidelity Institutional SM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC. Members NYSE, SIPC 94406210
For all Market-Linked Products, excluding Market-Linked CDs, the following applies: Not FDIC insured // Not bank guaranteed // May lose value // Not a bank deposit // Not insured by any government agency
©2025 by Claro Advisors, Inc. All rights reserved.
Want To Learn More?
Learn how structured notes are used and whether they may align with your investment objectives.
Disclaimer
Claro Advisors, Inc. ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client.
FIDELITY INSTITUTIONALSM
Fidelity INSTITUTIONALSM provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs),including strategic acquirers and professional asset managers, as well as retirement recordkeepers, dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion.
Fidelity Investments and National Financial Services LLC (together "Fidelity") is an independent company, unaffiliated with Claro Advisors, Inc. ("Claro"). Fidelity is a service provider to Claro. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Claro and does not guarantee, or assume any responsibility for its content. Fidelity is a registered trademark of FMR, LLC. Fidelity Institutional SM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC. Members NYSE, SIPC 94406210
For all Market-Linked Products, excluding Market-Linked CDs, the following applies: Not FDIC insured // Not bank guaranteed // May lose value // Not a bank deposit // Not insured by any government agency
©2025 by Claro Advisors, Inc. All rights reserved.
Want To Learn More?
Learn how structured notes are used and whether they may align with your investment objectives.
Disclaimer
Claro Advisors, Inc. ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client.
FIDELITY INSTITUTIONALSM
Fidelity INSTITUTIONALSM provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs),including strategic acquirers and professional asset managers, as well as retirement recordkeepers, dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion.
Fidelity Investments and National Financial Services LLC (together "Fidelity") is an independent company, unaffiliated with Claro Advisors, Inc. ("Claro"). Fidelity is a service provider to Claro. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Claro and does not guarantee, or assume any responsibility for its content. Fidelity is a registered trademark of FMR, LLC. Fidelity Institutional SM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC. Members NYSE, SIPC 94406210
For all Market-Linked Products, excluding Market-Linked CDs, the following applies: Not FDIC insured // Not bank guaranteed // May lose value // Not a bank deposit // Not insured by any government agency
©2025 by Claro Advisors, Inc. All rights reserved.
Want To Learn More?
Learn how structured notes are used and whether they may align with your investment objectives.
Disclaimer
Claro Advisors, Inc. ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client.
FIDELITY INSTITUTIONALSM
Fidelity INSTITUTIONALSM provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs),including strategic acquirers and professional asset managers, as well as retirement recordkeepers, dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion.
Fidelity Investments and National Financial Services LLC (together "Fidelity") is an independent company, unaffiliated with Claro Advisors, Inc. ("Claro"). Fidelity is a service provider to Claro. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Claro and does not guarantee, or assume any responsibility for its content. Fidelity is a registered trademark of FMR, LLC. Fidelity Institutional SM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC. Members NYSE, SIPC 94406210
For all Market-Linked Products, excluding Market-Linked CDs, the following applies: Not FDIC insured // Not bank guaranteed // May lose value // Not a bank deposit // Not insured by any government agency
©2025 by Claro Advisors, Inc. All rights reserved.