Who We Help
We work with investors who want more from their portfolios—more income, more growth potential, and more confidence—without taking on risks they aren't comfortable with.
Scroll to Explore
Who We Help
We work with investors who want more from their portfolios—more income, more growth potential, and more confidence—without taking on risks they aren't comfortable with.
Scroll to Explore
WHO WE HELP
What Type of
Investor Are You?
At Claro Advisors, we work with investors who value thoughtful risk management, consistent income, and long-term growth. Our clients are often retirees, high-net-worth individuals, and conservative investors seeking yield—but all share a common goal: building and protecting wealth with intention.
Structured notes are versatile investment solutions that can be tailored to different objectives, making them suitable for a wide range of investor profiles.
WHO WE HELP
Conservative Investors
Focused on protecting savings and generating reliable income without unnecessary market risk.
Nearing or in retirement and prioritize capital preservation.
Seeking attractive returns despite low interest rates and challenging markets.
Risk-averse and disappointed by low CD and bond yields.
Want to sleep well at night knowing principal is protected.
WHO WE HELP
Conservative Investors
Focused on protecting savings and generating reliable income without unnecessary market risk.
Nearing or in retirement and prioritize capital preservation.
Seeking attractive returns despite low interest rates and challenging markets.
Risk-averse and disappointed by low CD and bond yields.
Want to sleep well at night knowing principal is protected.
WHO WE HELP
Conservative Investors
Focused on protecting savings and generating reliable income without unnecessary market risk.
Nearing or in retirement and prioritize capital preservation.
Seeking attractive returns despite low interest rates and challenging markets.
Risk-averse and disappointed by low CD and bond yields.
Want to sleep well at night knowing principal is protected.
OUR PROCESS
Protect Your Principal, Grow Your Assets, and Generate Enhanced Income
Ready to explore and learn how structured notes can work for you? Here's our process.
1.Income & Needs Assessment
Speak with our specialists to evaluate how structured notes can protect and enhance your income strategy to meet your cash flow needs.
2.Custom Growth & Protection Plan
Receive a personalized plan featuring structured note solutions designed to protect your principal while optimizing your income streams.
3.Income Implementation
Get started with a customized portfolio of structured notes tailored to your protection, growth and income requirements.
Not sure where you fit? Our team is here to help you evaluate your goals and determine whether structured notes may play a role in your overall investment strategy.
Not sure where you fit? Our team is here to help you evaluate your goals and determine whether structured notes may play a role in your overall investment strategy.
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.