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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.
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RECOMMENDATIONS
All recommended mutual funds are managed by "ONLY THE BEST" fund managers, and are "ONLY THE BEST" available mutual funds in each and every respective asset class. All of our mutual funds are considered core holdings, and therefore, rarely change. Equities are treated as a separate asset class, and are traded much more frequently. The reason for this is to maximize the total portfolio return, and at the same time reduce the overall portfolio risk by capitalizing on market volatility.
Clark Brothers is a truly Independent financial services firm:
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S&P 500 INDEX [BENCHMARK]
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Bonds-No recommendations at this time
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All Cap Global-Mutual Global Discovery [MDISX]
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Large Cap-Yacktman Focused [YAFFX]
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Medium Cap-American Century Mid Cap Value [ACMVX]
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Small Cap-Janus Triton [JATTX]
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Sector: Real Estate-CGM Realty [CGMRX]
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ETF: International Small Cap-Schwab [SCHC]
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ETF: US Small Cap-Schwab [SCHA]
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ETF: Utilities-iShares Dow Jones [IDU]
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ETF: Healthcare-Vanguard [VHT]
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ETF: Energy-Vanguard [VDE]
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ETF: Natural Resources-iShares S&P [IGE]
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ETF: Financial-Vanguard [VFH]
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ETF: Technology-Vanguard [VGT]
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ETF: Housing-iShares Dow Jones [ITB]
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ETF: REIT-Vanguard [VNQ]
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ETF: Natural Gas-US Natural Gas [UNG]
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Equities:
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Stable dividend paying stock picks
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General Electric [GE]
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Pfizer [PFE]
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Verizon [VZ]
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Intel [INTC]
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Cisco [CSCO]
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Charles Schwab [SCHW]
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Aggressive stock picks
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Ford [F]
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Janus [JNS]
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Nokia [NOK]
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Wisdom Tree [WSDT]
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Limelight Networks [LLNW]
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Eastman Kodak [EK]
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Speculative stock picks
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Sprint [S]
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Wendy's [WEN]
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Level 3 [LVLT]
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Sirius XM [SIRI]
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Zalicus [ZLCS]
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Rite Aid [RAD]
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Covered Call Options: Clark Bros is now specializing in covered call writing. To learn more about this "risk free" strategy, you
must have an account with Clark Bros. Selling call options is the only way to protect profits and at the same time limit downside risk.
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*Updates to the above portfolio are not made at the same time as trades are made in actual client accounts. Investors must have
an account with Clark Bros. in order to receive timely portfolio changes, performance figures, and recommendations.
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Disclaimer: The composite of the S&P 500 Index doesn't concur with the composite of the securities listed above.
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Q: Why our funds are better!
1. We select Portfolio Managers, not funds. PM's are the ones making the investment decisions that garner superior investment returns.
2. Totally and completely independent. No commission driven sales, no proprietary products, and no 3rd party arrangements. This allows us to offer the very best products in each and every asset class from any company in the universe.
3. Low expenses and no load. What the NAV doesn't tell you is the opportunity cost of investing the "load" for you, instead of paying that "load" to your broker.
4. Low portfolio turnover. High turnover (trading) dramatically increases your taxes and the funds operating expenses (commissions).
5. Size. Managing a trillion dollars is a lot harder to beat the market/manage, than say, $100 million.
6. Stewardship. Does the fund manager have his own money in the fund? Studies show that managers that have their own skin in the game dramatically outperform those who have zero skin in the game.
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Specific examples.
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 invest in "ONLY THE BEST" funds managed by "ONLY THE BEST" fund managers.
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."
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Conclusion:
With over +8,600 mutual funds, +9,000 hedge funds, and +1,300 private equity funds what funds should you invest in?
Answer: "ONLY THE BEST"
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No commission driven sales-We don't sell any financial products for a commission.