CLARK COMPANY

Overview

Clark Company operates as an independent registered investment adviser structured as a sole proprietorship and owned by an individual. The firm serves both individual & family clients and institutional clients, offering financial planning and portfolio management services for individuals, small businesses and institutions. Clark Company also conducts insurance brokerage and other financial product sales, which complements its advisory services and can bring insurance and annuity solutions into client plans. The firm’s advisory mandate is largely non-discretionary, and its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Clark Company does not position itself as an ESG-active manager and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices