There are many opinions on the flow of the market. Email and social media is flooded with information. If we find an interesting article, commentary, or blog, we will post it here.
Our Investment Services are held and serviced by TD Ameritrade Institutional.
Steven and Jonathan always start with a risk questionnaire. Once completed they walk clients through a menu of choices. Once invested accounts will be managed to the terms of the standing Investment Policy Statement.
Checkbooks are available for accounts at TD Ameritrade. Withdrawals can also be completed by filling out forms manually.
Yes, Steve and Jonathan will have a Morningstar Report created to give some guidance on your current holdings. There is no charge for this service.
Clark Wealth Management does not charge a hourly rate. They are a wrap fee based advisors. This is dictated by their IPS(Investment Policy Statement).
Appointments can be scheduled by calling the office at 216-521-2201 or by filling out the form on this website.