An Experienced Asset Manager Committed to Creating and Maintaining Wealth
Stark Financial does not hold customer funds or securities. Your assets can remain with your current custodian, or be introduced to R.M. Stark & Co., Inc., an affiliated company to Stark Fiancial. Stark Financial works with various custodians such as American Funds, Federated Funds, Vanguard, Fidelity, Lincoln Financial, Commonwealth Life Insurance Co., MetLife, Axa Financial,and Allianz Life. Each of these custodians provide various safeguards to protection your assets.
R.M. Stark is a securities broker dealer registered with the Securities Exchange Commission. The firm operates branches in a number
of states including Arizona, Florida, Indiana, New Jersey, New York, North Carolina, Michigan, Texas and Wisconsin. The company provides
a full-range of products to assure the ability to properly diversify investment portfolios and manage risk. Products offered include
domestic and international fixed income including sovereign, corporate, and municipal bonds; domestic and international stocks; listed
options; mutual funds; insurance products; and alternative investment products. R.M. Stark does not hold customer cash or securities.
In most cases, brokerage accounts are introduced to Pershing LLC., a BNY Mellon Company with assets exceeding $1 trillion. Both R.M.
Stark and Pershing are members of SIPC. In addition to SIPC protection, Pershing provides excess insurance through certain underwriters.
Terms of the coverage provide for a per-client loss limit of $1.9 million for cash awaiting reivestment, within the aggregate loss
limit of $1 billion.
Pershing is the industry's largest global business solutions provider offering experience gained over seven decades.
SFA Investment Style
Stark Financial's investment style includes mean-variance optimization, Dynamic Asset Allocation, and Tactical Asset Allocation. MVO
is a mathematical process that calculates the security or asset class weights, that provide the maximum expected return for a given
level of risk. MVO considers expected security returns, expected standard deviation (risk), and cross-security correlations.
Asset Allocation is the process of diverging from strategic asset allocation when Stark Financial's short-term forecasts deviate from
Stark Financial invests in equities, including both domestic, and international, real estate securities, commodities
and fixed income securities.
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