A complete list of active advisors currently associated with Wilson, Clark Allen

Warmer can help you find a great advisor at Wilson, Clark Allen or one who fits your needs even better.

The firm serves institutional clients, 401(k) plan sponsors, investment companies and other pension vehicles, offering portfolio management, 401(k) management, stock and ETF selection, option strategies and subscription-based data and mobile app services. The brochure reports the firm currently has no assets under management and operates with a very small advisory presence. The investment approach centers on an active, CAN SLIM–based framework for stocks and ETFs, with discretionary trading, market timing, hard stop-loss rules (typically around 7–8% per position), and use of covered calls, dividend-capture and selective option strategies. The firm also markets proprietary algorithmic allocation systems (described as “401k Science” and “Annuity Science”) and delivers outputs via subscription services and web/mobile applications. Noteworthy features in the brochure that differentiate the firm from many peers include its proprietary scoring/allocation engines for 401(k) plans and annuities and associated app-based subscription products, the explicit use of market timing and several option/derivative strategies, and disclosure that it may occasionally consult for small- or micro-cap issuers and accept non-cash compensation (e.g., securities) for such services. The firm also discloses educational and media-related activities and the availability of performance‑based management arrangements for certain qualified or accredited clients.

To learn more about the advisors currently working at Wilson, Clark Allen, 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.