Portland, ME Office

Clark & Stuart provides discretionary investment management primarily to high‑net‑worth individuals and their families, as well as small businesses and not‑for‑profit institutions, overseeing about $195.6 million in client assets across roughly 178 accounts and three advisors. The firm generally does not serve non‑high‑net‑worth individual clients, typically recommends a $500,000 minimum, and requires clients to specify custodians and any industries or companies that should be avoided before accepting discretionary authority.

The firm practices a conservative‑growth, long‑term, fundamental equity strategy that emphasizes high‑quality companies with steady profit and dividend growth, holding concentrated portfolios typically comprised of fewer than 25 stocks and maintaining low turnover. It relies on proprietary research, will manage balanced equity‑and‑fixed‑income portfolios when appropriate (favoring U.S. Treasuries and highly rated corporates with maturities under ten years), and manages each client’s account separately rather than commingling assets.

The brochure discloses recent material changes, including the addition of a part‑time research assistant effective October 1, 2025, and explains custody arrangements such as client authorization for fee deductions from Schwab custodial accounts. Compared with many peers, the firm typically avoids mutual funds unless requested, does not solicit new clients or advertise, and generally executes separate equity trades for individual client accounts rather than routinely aggregating orders.