Together, we can create an investment strategy that is designed just for you

Investment Management

Together, we can create an investment strategy that is designed just for you with your unique goals and needs in mind. P3 will build an investment plan that considers your investment goals, comfort level, expectations, and the effect of taxes on your portfolio.

Because investment management is something that should be adjusted as your goals evolve and your portfolio changes, P3 will work with you on an ongoing basis to monitor your portfolio and re-balance it as needed.

Reginald D. Clark, CFP® is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513)794-6794. Investment Advisory services offered through O.N. Investment Management Company.

Contact Info – Memphis

882 Willow Tree Cir Suite #101 Cordova, TN 38018 Phone: (901) 209 - 4015 Fax: (901) 209 - 4009

Contact Info – Knoxville

Phone: (865) 325-2631

How Can we Help You? Please give us a call at (901) 209-4015