The Firm
Clark & Stuart offers personalized investment management. Our purpose is to help our clients achieve
their financial objectives. For individuals – a secure retirement. For families – greater opportunity for
future generations. For not-for-profit institutions – both growth and income to sustain their mission.
We are a registered investment advisor engaged solely in the business of managing investment portfolios with full discretion. Clark & Stuart is not a custodian and we do not offer brokerage services. We receive no remuneration other than the fees earned by serving our clients.
Our conservative-growth investment approach emphasizes common stock investments in high quality and lower risk companies. We will also manage balanced portfolios when fixed income securities are appropriate for the client. All portfolios are structured with consideration for the tax status, time horizon, risk tolerance and liquidity needs of the client.
Our quarterly management fee for individuals and families is 0.25% of assets under management. For not-for-profit institutions we offer a compelling fee structure of just 0.125% per quarter.
To learn more about our service, please call Rocky Clark at 207-775-1140 or write to us at clarkandstuart@gmail.com.
Additional information about Clark & Stuart is also available on the website of the Securities and Exchange Commission at www.adviserinfo.sec.gov. You can search for Clark & Stuart, and access Part 2 of Form ADV, using our CRD number: 107991
their financial objectives. For individuals – a secure retirement. For families – greater opportunity for
future generations. For not-for-profit institutions – both growth and income to sustain their mission.
We are a registered investment advisor engaged solely in the business of managing investment portfolios with full discretion. Clark & Stuart is not a custodian and we do not offer brokerage services. We receive no remuneration other than the fees earned by serving our clients.
Our conservative-growth investment approach emphasizes common stock investments in high quality and lower risk companies. We will also manage balanced portfolios when fixed income securities are appropriate for the client. All portfolios are structured with consideration for the tax status, time horizon, risk tolerance and liquidity needs of the client.
Our quarterly management fee for individuals and families is 0.25% of assets under management. For not-for-profit institutions we offer a compelling fee structure of just 0.125% per quarter.
To learn more about our service, please call Rocky Clark at 207-775-1140 or write to us at clarkandstuart@gmail.com.
Additional information about Clark & Stuart is also available on the website of the Securities and Exchange Commission at www.adviserinfo.sec.gov. You can search for Clark & Stuart, and access Part 2 of Form ADV, using our CRD number: 107991
