CLK Investment Advisors primary goal is to manage investments for families, individuals and businesses. Our mission includes attempting to maximize client's income while concurrently seeking to reduce taxes which results in more spendable income along with offering asset management and mitigation against risk.
Most of our clients dislike the uncertainty and volatility of the stock market. Our capabilities range far beyond the U.S. stock market, encompassing high yielding tax advantaged non-stock market sensitive investments such as private REITs, equipment leasing, energy, oil & gas, tax liens, federally mandated tax credits, direct participation programs, Life Settlements and many other alternative investments. We encourage our clients to utilize our vast expertise in an effort to obtain smoother high income yielding tax advantaged long-term returns with asset appreciation potential.
CLK Investment Advisors is proud of our history of helping our clients creating and preserving family wealth. We know how important our clients' accounts - no matter what their size - are to them, and what our relationship means. We're gratified by the confidence, recommendations and referrals we've earned from our clients over the many years and hope you'll seriously consider becoming one.
In managing our client's money, we tailor each financial plan to a client's financial goals, risk-tolerance levels, tax status, and special situations. Our investment decisions are driven by fundamental research and our goal is maximizing income and long-term return at a controlled risk level. Regardless of the size of their account, each client gets the best we have to offer.
Disclaimer – Securities offered through Emerson Equity LLC
Member FINRA and SIPC.
CLK Investment Advisors is independent of Emerson Equity LLC
This is not a solicitation to sell or an offer to buy securities. Securities are sold only in states where Emerson Equity is registered or otherwise exempt from registration. All investment involves risk. Speak with your tax professional regarding your current tax situation and proposed investments prior to investing. Past performance is not indicative of future results.
