Does Clark & Stuart offer One-time consulting services?
No. We believe that clients are best served by an adviser who cultivates a continuing relationship and responds to the changing needs and objectives of the client. Moreover, we want to be accountable for our decisions and recommendations. However, we also understand that some clients prefer to go a little slower when establishing a relationship. Therefore, we are happy to begin serving you on only a portion of your investment portfolio. We are confident that we will earn the chance to manage a larger share.
