Clark Dodge Asset Management

Return on Trust

Services

Clark Dodge Asset Management offers a full range of wealth management services allowing clients to consolidate their estate and retirement planning and also manage discretionary investments.

Retirement Planning

For many clients, retirement is the culmination of 30-40 years of work and savings, while the retirement itself may outlast those earning years. Determining the required rate of return, designing the appropriate asset allocation and minimizing risk in later years is a responsibility we do not take lightly and is the most significant area on which we can have an impact. 

Estate Planning

Whether seeking to minimize estate and income taxes or simply creating the investment vehicles that will maximize what you might leave to future generations, estate planning is a critical component of asset management.  Establishing trusts today or in testamentary form is often the most effective way to maximize generational wealth transfer.

Discretionary Investment Management & Consulting

Saving for shorter term goals can often be as important if not more so than planning for the long term.  Whether planning a new business, sending a child to college or simply saving for a rainy day, we work closely with clients to determine the most effective investment strategy to achieve their goals.

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Note to All Readers: The information contained herein reflects, as of the date hereof, the views of Clark Dodge Asset Management, LLC and sources believed by Clark Dodge Asset Management, LLC to be reliable. No representation or warranty is made concerning the accuracy of any data compiled herein. In addition, there can be no guarantee that any projection, forecast or opinion in these materials will be realized. Past performance is neither indicative of, nor a guarantee of, future results. The views expressed herein may change at any time subsequent to the date of issue hereof. These materials are provided for information purposes only, and under no circumstances may any information contained herein be construed as investment advice. Clark Dodge Asset Management, LLC does not provide tax, legal or accounting advice. The information contained herein does not take into account your particular investment objectives, financial situation, or needs, and you should, in considering this material, discuss your individual circumstances with professionals in those areas before making any decisions. Any information contained herein may not be construed as any sales or marketing materials in respect of, or an offer or solicitation for the purchase or sale of, any financial instrument, product or service sponsored or provided by Clark Dodge Asset Management, LLC or an agent thereof. References to specific securities are presented solely in the context of industry analysis and are not to be considered recommendations by Clark Dodge Asset Management, LLC. Clark Dodge Asset Management may have positions in, and may affect transactions in, the markets, industry sectors and companies described herein.