David B. Clark
- Role
- President at Clark Wealth Strategies, Inc
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
Experience
President
Jan 2008 — Present
Clark Wealth Strategies, Inc. is an independently registered investment advisory firm founded in January, 2008. Unlike many financial firms with broker/dealer affiliations, Clark Wealth Strategies operates in accordance with the fiduciary standard. Simply stated, we are required by law to put our clients’ interests ahead of our own. We take this standard to heart and continually strive to be a fiduciary advisor, providing conflict-free advice and objective investment management solutions. Our clients lead busy lives, with many family, work and charitable commitments. They have neither the time, nor the interest, to manage their complicated financial and investment affairs alone. Instead, they look to Clark Wealth Strategies to operate as their fiduciary advisor. In turn, Clark Wealth Strategies has the expertise, experience and independence to find and develop the appropriate wealth management strategies. Our investment philosophy consists of a six-tier process of asset allocation, portfolio design, investment manager selection, portfolio construction, tax management and risk management. The end objective is to produce consistent returns, lower overall volatility and measure progress toward our clients’ goals. At Clark Wealth Strategies, we believe the best way to do this is through the disciplined, pro-active coordination of select institutional investment managers. Many investment firms focus on selling financial products and subsequently charge commissions. We believe that this antiquated practice is a conflict of interest, and often disingenuous to clients. Instead, Clark Wealth Strategies is compensated through an all-encompassing assets-under-management fee, which is billed quarterly and based on a small percentage of the portfolios we manage. Since we are not tied to any financial company or broker/dealer, we are free to pursue any wealth strategies we believe are in the best interest of our clients.
Education
DePauw University
Bachelor of Arts (B.A.), Economics & English Writing
1992 — 1996
Skills
- Values-Based Financial Planning
- Corporate Retirement Plan Consulting
- Mutual Funds
- Estate Planning
- Fiduciary
- Real Estate Investments
- Alternative Investments
- Portfolio Assessment
- Tactical Asset Allocation
- Separately Managed Accounts
- Real Estate Private Equity
- Wealth Preservation Planning
- Financial Services
- Private Equity
- Asset Allocation
- Investments
- Life Coaching
- Fiduciary Services
- Portfolio Management
- Financial Risk Management
- Venture Capital
- Holistic Financial Planning
- 1031 Exchanges
- Investment Advisory Services
- Wealth Management
- Investment Advisory
- Registered Investment Advisor
- Investment Management
- Wealth Accumulation Strategies
- Wealth Management Services
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