An Introduction to Clarus Advisory Services

Clarus Investment Solutions

is an investment consultancy which provides advisory services to funds and fund providers, wealth management companies and other institutional clients.

The areas addressed by Clarus include analysis and due diligence of funds and fund managers, formulation of investment strategies and model portfolios, and analysis of investment risk and performance.

Prior to founding Clarus in 2008, the firm’s principals, Paul McCarville and Joe Mottley, spent many years at senior level in asset management firms.

Joe Mottley is a former Chief Investment Officer and director of Setanta Asset Management, where he worked between 1998 and 2007. He started his career as an equity fund manager with AIB Investment Managers in 2005, and managed equity portfolios in every major region at various times during his career. He is currently a director of The Diversification Strategy Fund plc, an Irish-domiciled Ucits fund. He is also a director of Verus Advisory Limited.

Paul McCarville was also a director of Setanta between 1998 and 2007, where he was Head of Marketing and Client Services. He entered the asset management industry in 1987, when he joined Ulster Bank Investment Managers, and moved to New Ireland Investment Management in 1995. He was a director of both companies, with responsibility for marketing, product development and client services. Paul is also a director of Verus Advisory Limited.

Independence

True independence is a rare commodity in the Irish marketplace, where many suppliers of ‘financial advice’ are, in fact, sales outlets for a specific product provider or a small group of providers.

Clarus supplies genuinely independent advice. Our only remuneration is the fee charged to clients. We have no incentive to favour any one provider’s products over any others. We do not receive commissions or any other form of payments from product providers, and we do not have any links, ownership or otherwise, with providers.

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