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“It’s clear that Mark loves what he does. He’s articulate, passionate and knowledgeable. He’s among the top most-knowledgeable money managers I know, and he’s very personable—easy to put in front of clients.”
“He will treat your money like it is his own. You can’t get your money over to him (to manage) fast enough.”
Bill Lindsey, founder/owner, Lindsey Financial Group, Redlands, Calif.
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“On behalf of my clients, I appreciate how he’s able to separately manage each portfolio, and customize it to fit their needs. You just don’t get that with an average mutual fund, and you certainly don’t get that level of access with a mutual fund manager.”
“My clients think he’s awesome. What he does isn’t simply trading; it’s true investing, in the best sense of the word.”
Mark Clark, CFP, president, Legacy Financial Planning Group, Sarasota, Fla.
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