About Us - Services

Let Us Help You Master Your Money

At Clark Asset Management, we focus on portfolio management and portfolio structure. Our emphasis is on managing investment portfolios in accordance with the objectives set forth in the client’s Statement of Investment Policy. Several related services are available.

We are not a brokerage firm, and we do not offer self-managed brokerage. Most of our accounts are domiciled at the Schwab Institutional unit of Charles Schwab & Co.

Investment portfolios can be owned in the following types of accounts:

Investments
Financial Advise
Insurance
     
  • Discretionary portfolio management
  • SEP
  • Simple IRA
  • Education IRA
  • Roth
  • Check writing
  • Traditional
  • Common Stock*
  • Government Securities*
  • Bills
  • Notes
  • Bonds
  • Retirement Planning
  • Money management
  • Retirement plans
  • 401 (k) planning
  • Money purchase plans
  • Profit sharing plan.
  • Estate planning
  • Tax Planning
  • College Planning
  • 403 (k) Planning
  • Disability Income
  • Life Insurance
  • Long Term Care