Narus Financial Partners

Narus Financial Partners

Narus Financial Partners was founded in 2014 and operates from a single office in Salt Lake City, Utah. The firm holds a registration as an Investment Advisor and serves individuals, high-net-worth families, and corporations. Its stated mission centers on clarity and stability across generations, and it publicly lists investment management, financial planning, estate and legacy coordination, divorce planning, and retirement planning as core service lines. The firm describes an investment philosophy built on asset allocation, diversification, and ongoing rebalancing. It builds customized portfolio strategies for each client based on risk tolerance and current market conditions. Narus does not disclose a specific asset-class mix, but its custody and client-portal relationships with Charles Schwab and Fidelity Investments indicate retail and mass-affluent execution infrastructure. The firm references no proprietary funds or direct co-investment vehicles and instead positions itself as a planner and allocator rather than a product manufacturer. The team page lists no named principals, and the firm has not published staff headcounts or assets under management. Its physical footprint is a single office at 1245 East Brickyard Road in Salt Lake City. No adjacent venture, philanthropic, or operating-company vehicles are mentioned in public materials. The firm provides client access through its own document portal alongside portals from Schwab and Fidelity. Structurally, Narus sits at the simpler end of the RIA spectrum — a local shop with a multi-generational planning ethos, no disclosed institutional separate accounts, and no private-market sourcing capability evident from its public materials. It leans on large custodian platforms for trade execution and custody, a model that keeps client assets on third-party rails while the firm itself retains discretion over allocation. This architecture means the firm's investment perimeter is limited to publicly available securities and insurance-based solutions, with planning rather than proprietary deal flow as the purported differentiator.