Our Investment Programs

Clark Financial Advisors has designed two long term equity programs, which seek to benefit from the strength of the American economy. Both investment programs invest in the domestic and international equity markets through the use of no load mutual funds. A brief description of each program follows:

The Thoroughbred Program

The Thoroughbred Program is created with no load mutual funds and index shares that allow the investor to participate in various investment sectors of the market. The Thoroughbred analysis program is based on performance, manager tenure,fee structure, comparative index analysis, and turnover ratio in the portfolio. We design portfolios that seek sound returns with a minimal degree of tax liability.

Separate Account Managers

Clark Financial Advisors considers separate account managers on a regular basis, and after a thorough due diligence process, may recommend these managers to clients for whom they are suitable. These managers often utilize individual equities and exchange traded funds, or other common investment products.