Cultivate Equity. Nurture Relationships. Grow Capital.
We believe in cultivating relationships with our clients built on trust to best achieve your goals and preserve your family’s legacy. Our portfolio management team works to design customized solutions for each client to ensure your assets are invested across our strategies in a manner consistent with your investment objectives and with an important focus on risk management.
Our interests are aligned with yours. At JC Clark, 20% of our assets under management are partner capital, invested directly alongside our clients.
JC Clark offers transparent communication and personalized customer service, ensuring that your trust is earned and maintained over the long-term. Our clients receive monthly communications with performance information, market insights, and helpful information on a broad variety of wealth management and lifestyle topics.
Wealth Management Services
In addition to asset allocation and investment management, we offer our clients a holistic approach to wealth management and provide a variety of value added services. Through a group of trusted partners, we assist our clients with a range of wealth management services including financial planning, estate planning, tax, legal advice and inter-generational wealth transfers.