Our Services

Clark & Stuart has been offering personalized investment management services since 1994. We are long-term investors; seeking to achieve a superior rate of total return with minimal risk. We are disciplined by a proven strategy which is appropriate for the core of any investment program.

Our services are available to individuals, families, trusts, endowments and employee benefit programs. We are engaged solely in the business of managing investment portfolios. We receive no remuneration other than the fees earned by serving our clients. Our only objective is to meet and exceed our clients’ expectations.

Our investment strategy, implemented through our own fundamental research, emphasizes common stock investments in high quality, lower-risk companies which have demonstrated consistent earnings growth and superior returns on capital. For an additional margin of safety, we seek to purchase these proven companies at prices which do not fully reflect their intrinsic value.

When appropriate, we will also manage balanced accounts (equity and fixed income securities). The allocation to each asset class is determined in consultation with the client. Portfolios are structured with consideration for the client’s tax status, time horizon, risk tolerance, and liquidity preferences.

All clients’ portfolios are monitored continuously as we search for opportunities to enhance investment returns. Formal reviews are conducted with the client to discuss investment results and assure that their portfolios are being managed in accordance with their particular objectives and constraints.

All client portfolios are managed on a discretionary basis. Our clients receive quarterly portfolio appraisals, a quarterly report with comments on the economy and the financial markets, and periodic reviews of our major holdings.