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M. Brooks Clark

The Clark Financial Advisors Edge

  • Fee-Only Discretionary Asset Management (No Commissions)
  • $100,000,000 Custodial Bonding per Account
          (Limited to $250,000 in cash.)
  • Total Client Objectivity
  • Fourty Years Experience
  • Management Style Diversification
  • Continuous Analysis of Investments Under Management
  • Customized Quarterly Reports
  • Precise Year-End Portfolio Value for Tax Reporting
  • Retirement Account Management Including IRA, 401(k)
          and Defined Benefit Plans and Cash Balance Plan

Minimum Account $250,000

 

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