At Clark/Barbour, we don’t merely seek a surface-level understanding of you and your business. That’s not enough. We believe that a personalized and optimized wealth management strategy requires that we do a deep dive — we want to learn about the things most valuable to you, your business, and of course, your family.
Our investment philosophy tends to follow the Endowment Model, which includes lower correlated performance assets that decrease portfolio volatility, improve performance potential, and provide stronger inflation protection. In addition, through Clark/Barbour you will have access to our exclusive integrated professional network of partners who bring exceptional services to the table, including high-level real estate advising, strategic tax planning, and personalized estate planning.
Clark/Barbour holds itself to the fiduciary standard, protecting our clients as we strive to provide innovative wealth management plans that quantitatively move the needle for our discerning clients, thereby achieving our goal of making a significant difference in the lives of the families we work with.