Jason R. Clark for Governor of Colorado
Home
Our Firm
Investment Philosophy
Fees & Services
Clark Bros. Institutional
Recommendations
Market Commentary
Careers
Clark Bros. Charity
Golf Tournament
Contact Us
 

THE COMPANY   Clark Brothers Mission Statement: To earn the unconditional trust of our clients. Company Objective: To establish a lifelong financial advisor relationship with each and every client. Our Goals: Always act in our clients best interest by being "Trustworthy". Solve our clients problems by being "Competent". Make our clients money by being "Passionate". Company Motto: "Get INVESTED. Stay INVESTED." Investment Philosophy: "ONLY THE BEST"

Clark Brothers is a truly Independent financial services firm:

No commission driven sales-We don't sell any financial products for a commission.
No proprietary (in-house) products-We only sell what is best for our clients. 
No third party arrangements (kickbacks for selling selected products)-We don't have any prearranged selling agreements
   with any mutual fund company, hedge fund, or private equity firm to sell "their" funds.

As our Investment philosophy implies, "ONLY THE BEST", Clark Brothers Investments only offers the best investment products available. There are literally only a handful of portfolio managers that beat the S&P 500 year in and year out. From April 30, 1995-April 30, 2005 56.6% of active mutual fund managers failed to beat the S&P 500 Index for the 5 year time period.  For the 10 year time period 78.6% failed to beat the S&P 500 Index (Equitrend.com).  If 78.6% failed to beat the S&P 500, then 21.4% beat the S&P 500. So, the question is not, Index v. Managed. The question is poor v. "ONLY THE BEST". Forget about the bottom 80% of mutual funds on the market, and only buy the best of breed (5 star funds).   The majority of hedge fund managers have not done better. In a study by The University of Texas from 1980-2004 the average hedge fund failed to beat the average mutual fund before fees. After hedge funds huge fees (2% annual management fee + 20% of profits) the performance doesn't even beat the S&P 500 Index (White paper: How Smart Are the Smart Guys?). Plus the hedgies are taking on much higher risk v. mutual funds. Lastly, lets not forget about the tax bills on these highly tax inefficient funds (i.e. a lot of short term trading). Still not convinced. In a study by The University of Penn Wharton School two finance professors discovered that fees, not profits account for the majority of private equity firms earnings. "The study shows that, on average, leveraged buyout funds can expect to collect $10.35 in management fees for every $100 they manage. In comparison, slightly more than half as much, $5.41 for every $100, comes from carried interest."

Clark Brothers Investments is an investment advisory firm that specializes in financial planning and money management. Though we are not currently engaged in investment banking, venture capital, or private equity we do occasionally come across deals in the above areas. If any of these deals will make our clients money, then we will certainly be an introducing agent or participating partner. To date Clark Brothers Investments has assisted the following companies in raising money, financial planning & money management, and/or developing strategic business alliances, partners, and initiatives.


Sunset Shores, Inc. - Hawaii Oceanfront Beach Properties

http://www.vrbo.com/182019
http://www.vrbo.com/39353

APlaceForMom.com - www.aplaceformom.com

Ranek's Gym & Sports Training - www.raneksgym.com

USA Computer Link, LLC. - www.usacomputerlink.com

"Numbers don't run businesses, people do." Jason R. Clark   THE MANAGEMENT Jason R. Clark, President Jason graduated from the United States Military Academy in 1992 and served at Fort Carson, in Colorado Springs, Colorado, from 1992 - 1995. After his military career ended, he became involved in the financial services industry. His Wall Street experience includes trading for Goldman Sachs on the floor of the New York Stock Exchange. Upon leaving Goldman Sachs, he worked as an independent financial advisor with Quest Capital, Inc. from 1998 through 2004. From January, 2005, through April, 2007, he worked as an institutional equity sales representative for Janco Partners and Wm Smith & Co. He is presently registered in the State of Colorado as an Investment Advisor Representative. View Resume

18810 E. Whitaker Circle,  Aurora, CO 80015

Phone: 720-255-5711

Disclosure: Clark Brothers Investments is a Registered Investment Advisor firm in the state of Colorado.