A complete list of active advisors currently associated with Clark Soeten
Warmer can help you find a great advisor at Clark Soeten or one who fits your needs even better.
The firm provides asset management for custodial accounts and offers financial planning and consulting services to individuals and high-net-worth clients, delivering both one-time project plans and ongoing planning support alongside continuous portfolio supervision. The brochure notes the adviser registered the firm in 2023 and, at the time of the filing, had not yet established assets under management. Investment decisions are driven primarily by fundamental analysis, with a general preference for identifying underpriced securities and holding them for the long term while remaining prepared to adjust holdings based on changing valuations. The firm also uses options strategies for hedging and income (stating it avoids strategies that create unlimited loss) and may pursue arbitrage opportunities such as merger arbitrage as part of its strategy set. Distinctive features disclosed in the brochure include offering financial planning on an hourly basis in addition to negotiable project or ongoing fees, and the ability to enter performance-fee arrangements for qualified clients—compensation practices that are less common among peers in this category. The firm’s principal has an atypical background for an investment manager, including experience in education and philanthropic advising and ownership of a small event-rental business, which the brochure highlights alongside the firm’s newly established, single-owner structure.
To learn more about the advisors currently working at Clark Soeten, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Columbus, OH
| 2
|
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