Navigate your future.
Enjoy the journey.
Helping advisors and their clients embrace the journey toward their goals.
4x
Asset Manager of
The Year1
$40.7B
AUM2
2024
Voted Best Places
to Work3
100%
Employee- and Family-Owned4
Investing shouldn’t be a transaction — it should be a partnership. When you work with us, you’re surrounded by people, services, and solutions that make the experience of investing a rewarding one.
As a privately-held asset manager that’s 100% employee- and family-owned, our only focus is on you.
With no distractions of holding companies or outside shareholders, we’re with you every step of the way.
Spend less time managing investments and more time focused on your clients.
From a dedicated support team to tailored high net worth solutions, we help independent advisors spend time where it matters — serving their clients.
Get to Know Our Team
Brendan M. Clark, CFA®
Chief Executive Officer
Harry Clark, CFP®
Executive Chairman
Upcoming Webcasts and Events
Social Security in 2025 — New Stressors, Solvency Concerns, and Scared Clients
LOCATION
Webinar
Date
April 23rd, 2025
TIME
11:00 am EST
TOPIC
With the outlook for Social Security uncertain, investors are losing confidence in this important retirement resource. Join us on April 23 at 11 a.m. ET as Retirement Consultant Marcia Mantell explores critical challenges facing advisors and their clients in the evolving Social Security landscape.
Featured Insights
2025 Market Outlook Commentary
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2025 Market Outlook Resource Center
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Let’s navigate your future — together.
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