Managed Accounts
Building Client Relationships
Through Long-Term Investment Strategies
Realize the power of Stark Financial Advisers and Lockwood to execute targeted strategies aimed at enhancing your asset-gathering potential.

Lockwood, a service of Pershing LLC, offers a fully integrated managed account platform. The flexible offering includes investment and manager research; web-based proposals and performance reporting technologies.

Stark Financial Advisers, an affiliate of R.M. Stark provides extremely personalized and targeted investment management services. Stark Financial, often described as a 'financial butler', is a registered investment adviser helping investors balance Risk and Return. SFA's services include establishing needs and goals, measuring risk tolerance, creating and maintaining efficient portfolios, implementing security selections, and ongoing monitoring and reporting.
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Managed Advisor Fact Sheet
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Gary L. Stark
President
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R.M. Stark & Co.