Mark I Asset Management, Ltd. is working towards discontinuing its practice by the end of the first quarter of 2017.
During the past couple of months, Jerry Plant has been talking with several investment advisory firms based in Oklahoma City, Tulsa, and the surrounding states. At this point, he has decided upon one firm that has been in Oklahoma City for several years and which he has reviewed their qualifications and track record to manage his clients' accounts. He regards them as the best choice in the state for an independent investment advisor, and one of the best in the country.
If you have any questions about this process, please call Jerry for more information.
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The Wealth Update is Jerry Plant's informative, written blog, designed to help you navigate the increasingly complex financial world. It covers topics such as asset management, future trends and market updates. Check back often to see what's new.