Clark Lewis

Clark Lewis provides ongoing fiduciary financial planning and investment management to individuals, high‑net‑worth clients, charitable organizations and businesses, and also offers professional consulting to business clients on topics such as strategic planning, operations, supply chain, lean management, marketing and project management. The firm delivers customized financial plans and portfolio supervision on a discretionary or non‑discretionary basis and states it does not impose a minimum account size.

The firm’s investment process is grounded in Modern Portfolio Theory and primarily uses passive vehicles such as index mutual funds and ETFs, while incorporating fundamental, technical, cyclical and charting analysis when constructing investment policy and making allocation decisions. Clark Lewis may implement portfolios using third‑party managers and TAMP platforms—naming Adhesion Wealth, Envestnet UMAX and TD Ameritrade’s SMA marketplace in its brochure—and provides ongoing monitoring and quarterly reporting to clients.

Noteworthy features compared with peers include a fee approach that caps advisory charges and adjusts that cap annually for inflation rather than relying solely on a scalable percentage of total assets, and the firm’s provision of separate professional consulting services outside the RIA practice. For a small, solo‑run adviser managing roughly $1.3 million for a small client base, the combination of a capped fee philosophy, access to multiple institutional sub‑advisors, and business consulting capabilities is an uncommon mix among independent advisers.