|
|
 |
|
|
|
|
|
IF Wall Street can't manage their own money, what makes you think they can manage your money?
At Clark Brothers Investments we are different. We judge ourselves by how much money we make for our clients, not by how much money we make for ourselves.
|
|
|
|
|
|
|
|
|
|
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.
Company Goal: To uphold our integrity in all of our business transactions.
Personal 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".
Beat out our competition by being "Intellectually Competitive".
Company Motto: "Get INVESTED. Stay INVESTED."
Investment Philosophy: "ONLY THE BEST"
|
|
|
|
|
|
|
|
|
|
Clark Brothers is a truly Independent financial services firm:
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 competitive advantages are:
|
|
|
|
|
1)
|
"Get INVESTED. Stay INVESTED."
Fairly simple and straightforward though our actual analysis is much more in depth than two sentences. Studies and specific examples abound on the truth behind our philosophies. We are not the only firm to recommend staying the course. Many firms have this philosophy. Saying it and doing it are two totally different things. It is difficult, in our opinion impossible, to execute this strategy on a commission based model or by offering proprietary mutual funds and/or 3rd party mutual fund arrangements.
Some questions to ask yourself?
Q: Would you like to receive fundamental research and analysis that focuses on your net investment return not an investment banking deal?
Q: Would you like to receive investment advice with your best interest in mind not how much commission your broker will make?
Q: Would you like a second opinion or professional advise at a reasonable price some of the time?
Q: Are you looking for an alternative to the Wall Street biggies and/or online trading?
|
|
2)
|
"ONLY THE BEST"
At Clark Brothers we take our company motto one step further by not only allocating assets across all categories and staying the course, but also by buying only the best securities in those asset classes. This is what makes us different than virtually every other firm in the country. The reason this strategy works so well has to do with the fact that not all mutual fund companies are good at everything. Each has its niche market. Please refer to our recommendations page for the best securities in each respective asset class.
Some questions to ask yourself?
Q: Is your advisor able to offer the best products available in each and every asset class?
Q: How is your advisor compensated?
Q: Have you ever actually calculated your net investment return (after taxes and expenses)?
|
|
|
|
|
|
Low Risk
"Get INVESTED. Stay INVESTED."
+
High Returns
"ONLY THE BEST"
=
The Optimal Investment Strategy
|
|
|
|
|
|
|
|
|
|
At Clark Brothers Investments we are different. We judge ourselves by how much money we make our clients, not by how much money we make for ourselves.
|
|
|
|
|
|
Q: Why use a Registered Investment Advisor?
1. Experience. You either have it or you don't. The more you have the better. You can never have enough.
2. Decision Making. If you are going to hire someone to invest your money, then, in essence, they should be better decision makers than yourself. Does your advisor have a proven track record of making the right investment decisions?
3. Ideas. Do you know how low Ford has traded recently? Or what company has the most net insider buying or selling activity? Investment and trading ideas emerge each and every day. A good advisor will keep you informed of opportunities that you may not see or even be aware of.
4. Simple cost v. benefit analysis. If we help you make just one correct decision about investing per year we usually cover our fee. The advisor client relationship should never be viewed as a dictatorship, but rather as we are both playing for the same team.
|
|
|
|
|
|
|
|
|
Clark Brothers Investments is an investment advisory firm that specializes in financial planning and money management. Occasionally, Clark Bros engages in startups, venture capital, and/or private equity deals. 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.
Sold half of Clark Bros., Inc. trademark, "Get Invested." to Scottrade, Inc. the largest deep discount stock brokerage firm in the country. "Get Invested" is now the catch phrase for Scottrades' entire marketing campaign worldwide.
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 R. Clark, the Founder & President of Clark Brothers Investments, graduated from the United States Military Academy at West Point in 1992, and then served as a United States Army Officer at Fort Carson in Colorado Springs, Colorado from 1992-1995. After Jason's military career ended, he became involved in the financial services industry. Jason's Wall Street experience includes trading for Goldman Sachs on the floor of the New York Stock Exchange in 1996. Upon leaving Goldman Sachs, Jason worked as an independent financial advisor with Quest Capital, Inc. from 1997 through 2004. From 2005 through 2007, Jason worked as an institutional equity sales representative for Janco Partners and Wm Smith & Co. Jason Incorporated Clark Brothers Investments as Clark Brothers, Inc. on August 31, 2005. Jason R. Clark is presently registered in the State of Colorado as an Investment Advisor Representative.
View Resume
|
|
|
|
|
|
No commission driven sales-We don't sell any financial products for a commission.