Clark Wealth Strategies, Inc. is an independent, fee-only registered investment advisory firm (RIA) founded by David B. Clark in January, 2008. Unlike many investment firms, with parent companies or broker/dealer affiliations, Clark Wealth Strategies operates in accordance with the fiduciary standard. Simply stated, we are required by law to put our clients' interests ahead of our own. We take this standard to heart and continually strive to be a trusted advisor, providing conflict-free advice and objective investment management solutions.
Our clients lead busy lives, with many family, work and charitable commitments. They have neither the time, nor the interest, to manage their complicated financial and investment affairs alone. Instead, they look to Clark Wealth Strategies to operate as their trusted advisor, or personal CFO, In turn, Clark Wealth Strategies has the expertise, experience and independence to find and develop the appropriate wealth management strategies.
Our investment philosophy consists of a six-tier process of asset allocation, portfolio design, investment manager selection, portfolio construction, tax management and risk management. The end objective is to produce consistent returns, lower overall volatility and measure progress toward our clients' goals. At Clark Wealth Strategies, we believe the best way to do this is through the disciplined, pro-active coordination of select institutional investment managers.
Many investment firms focus on selling financial products, charging large commissions and employing other sales charge tactics that are not in the best interest of clients. As a fiduciary, Clark Wealth Strategies is compensated through an assets-under-management fee, which is billed quarterly and based on a small percentage of the portfolios we manage. Since we are neither tied to a parent company or broker/dealer nor incentivized to use certain products, we are free to pursue any wealth strategies we believe are in the best interest of our clients.
Our business has grown rapidly through the referral of new clients by satisfied existing clients and by other business colleagues who have seen, first-hand, our dedication to superior wealth planning. We look forward to working with you and your family to bring your personal and financial goals to fruition.
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