YOUR INVESTMENT MANAGEMENT SOLUTION
Clients may hold investments in many different types of accounts. We provide portfolio management for:
Individual Taxable Accounts
Incorporated and Non-Incorporated Organizational Accounts
Joint taxable accounts
IRA Rollover accounts
Asset Protection Trusts*
We are committed to making your experience with us a rewarding one and look forward to working with you. As a relationship with us grows, each transaction within your investment portfolio receives the same care as the first. The quality of expertise we offer is best experienced first-hand. Please call today to discuss ways in which we can help you move forward on a better path toward your financial goals.
* Investors with an interest in a Delaware asset protection trust may be interested to know that Charles Schwab, whom which our accounts are domiciled with, offers a Delaware Trust entity.
WHO WE ARE
Managing one’s investment portfolio can sometimes seem confusing or perplexing in turbulent financial periods, especially if one is depending upon it for retirement. At Clark Asset Management, we build investment portfolios to create the foundation for our clients' long-term financial well-being.
All of our portfolios are individualized, and fashioned to serve the unique needs and financial goals of the client. Depending on the Client's Investment Policy Statement, risk tolerance, investment time horizon, and individual preferences, our firm can select a combination from the full range of domestic mutual funds, domestic and foreign equities, and fixed income to create a portfolio we believe will best match and work to attain their financial goals over time.
As an independent portfolio manager, we serve individuals, trusts, and similar smaller institutions. At Clark Asset Management, our clients' investment accounts are domiciled at Charles Schwab & Company in the client's name; we do not take possession of client assets. Our management fees are on a sliding scale and begin at about 1.0% of portfolio value per year, decreasing with greater sizes of accounts. Our firm often utilizes funds from Dimensional Fund Advisors as a part of our methodology of integrating Nobel-Prize winning principles of finance into our portfolios.
At Clark Asset Management, we craft all of our investment portfolios with care in effort to help foster long-term financial prosperity and security for our clients. We work to honor clients' investment preferences while simultaneously helping you protect your wealth.
Some Quick Facts About Us:
All client assets are domiciled in the client's name at Schwab Institutional division of Charles Schwab & Co., Inc.
Your account has a brief but individualized Statement of Investment Policy outlining your unique investment preferences and financial goals to help us best serve you.
You receive quarterly reports alongside on-request updates tracking the performance of your portfolio.
Portfolios are diversified across asset classes, and our investment methodology draws on the Fama-French Three-Factor Model of Finance.
It is our 32nd year of business!
We have a wide choice of investment instruments, and clients are not limited to one fund family or one broker-dealer.
We are compensated only through our portfolio management fee, thus we have no incentive to undertake unnecessary transactions. Our management fees average less than 1.0 % per year, and decrease with larger portfolio sizes. The success of our clients is our success.