About Stark Capital

Providing discretionary risk management for the capital of high net worth individuals and families using quantitative signals in conjunction with fundamental hedge fund research. Developing and implementing detailed comprehensive financial plans customized for you.

IT’S OUR PASSION 

We are the antithesis of Wall Street’s narratives, agendas, and conflicts of interest. Our focus is to grow and protect your capital…each and every day. It’s why we rise every morning and challenge ourselves to improve in our craft and in our lives.

 

THE STARK CAPITAL ADVANTAGE

  • Sophisticated hedge-fund-driven, macro investment approach combined with rules based quantitative signals. This assists in keeping emotions out of the investment process. 
  • We’re independent, allowing us to provide more personalized services and maintain our fiduciary responsibility.
  • Investment selection automation via quantitative models to eliminate the pitfalls of human decision-making. We realize that markets change constantly. We believe it is prudent to recalculate daily and re-access our probabilities for favorable outcomes and make changes when necessary. 

THE STARK CAPITAL DIFFERENCE

Our process is quite distinct in that our core portfolio holdings are complemented by satellite positions that we trade on a more consistent basis with the ultimate goal of alpha generation. Our experience is that this approach is new and uncharted for most investors as "buy and hold” has no place here.

You will only work with a board CERTIFIED FINANCIAL PLANNER™ professional. Since there are only approximately 80,000 professionals who are certified by the CFP® Board, yes, it certainly distinguishes our firm. Visit Let's Make a Plan and see why.

We fulfill all your private wealth needs through a carefully chosen team and an unsurpassed professional network.

Your Advisor

Bill McNeer CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™

Bill is a New Jersey native but has called North Carolina home for over 36 years. He earned his bachelor’s degree in economics and is a CERTIFIED FINANCIAL PLANNER™ professional with over a decade of experience helping individuals. 

Bill also earned his Accredited Investment Fiduciary® certificate (AIF®). The AIF® designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. AIF® certificate holders must implement prudent processes into their investment practices by always acting act in the best interest of their advisory clients. Fiduciaries set aside their own personal motives in favor of the client’s goals. 

As a proud member and local Winston-Salem chapter president of the Society for Financial Awareness (SOFA), Bill donates his time in the community conducting no-cost workshops and seminars for individuals, companies, and organizations to help educate the public on financial awareness. For the past several years, Bill has taught non-credit continuing-education financial planning courses at local community colleges. He has also volunteered on the board of CareNet Counseling, where he served as Vice President. This community-based, non-profit organization is affiliated with Wake Forest Baptist Health and focuses on helping clients to restore and maintain their mental wellness.

Bill has been happily married for over 19 years and has three beautiful children and one grandchild. In his spare time, he enjoys spending time with his family, public speaking, golf, reading, and Notre Dame Football.

BACKED BY INSTITUTIONAL LEVEL SYSTEMS

Stark Capital's investment advisory services are offered through Private Advisor Group; Barron's Magazine # 3 Registered Investment advisor in the United States.

Stark Capital's quantitative research platform is supported by a dedicated institutional team, which analyzes every aspect of the macro complex, all the way down to the sector and stock level. 

 


 

A LEADING NETWORK OF PARTNERS AND EXPERTS

We have a strong network of best-of-breed partners. Unlike larger firms, we are not committed to leveraging in-house talent. Stark Capital is independent and free to source subject-matter experts from across the country to help you work in achieving your goals.

Allied with teams of:

  • Portfolio strategists
  • Tax experts
  • Business attorneys
  • Estate planning attorneys
  • Private banking experts

Maintaining a professional network of:

  • Medical practice managers
  • Commercial bankers
  • Insurance agents
  • Tax credit advisors
  • Real estate agents
  • Corporate trustees

Why a CFP®?

Your planner has completed a minimum of 6000 hours of planning experience and successfully completed master level coursework in Professional Conduct and Regulation, General Principles of Financial Planning, Education Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning, Estate Planning, and Financial Plan Development. These distinctions are why the CFP® mark is known as the "gold standard". Visit the CFP board’s website.

Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the high standard of financial planning and always working in your best interest. 

Our Platform

 
Our process is multi factor and multi duration. Always working to recognize changes as the incoming data changes. Bayesian inference process helps in making new decisions relative to new information...not anchoring on one set of personally held beliefs. 

 
Quantitative analysis and back testing is performed daily. Each holding is ranked and evaluated to see if it warrants a place in our lineup given the current macro backdrop.

 
Risk mitigation is implemented by incorporating quantitative or mathematical data sets, predictive trends, and ever evolving macro data.


FACT BASED INVESTING

Most advisors allocate assets based on fundamental concerns (i.e., things happening in the world outside the markets: geopolitical events, business news and forecasts, World Bank/IMF activity, fiscal policy, Fed policy, government reports, investor-sentiment polls, etc.) - concerns that are frequently reflected in the markets for only a day or two or, if they’re reflected at all. Additionally assets are allocated based academic-based theories; especially prominent among these is the heavy allocation of monies to certain asset classes, based  solely on historical performance (known as ‘strategic’ allocations) … even when those very asset classes haven’t done enough in recent timeframes.

We base our investment decisions on the probabilities that certain market scenarios either will or won’t unfold, purely via real-time analyses of mathematical data from inside the markets - the place where we can actually quantify a one-to-one cause and effect on investments!

In sum:  ‘What might be’ = forecast-based, fundamental-based investing; ‘What should be’ = academic theories on investing; ‘What is’ = responding to markets in real time, based on things we can quantify…we do what the math tells us.

Services

Our offerings are customized to your specific wants and needs; centered on preserving your wealth and legacy. Our offerings include professional discretionary asset management for those who already have a comprehensive plan in place. Additionally, our other service offering includes asset management in conjunction with a newly created comprehensive financial plan. 

 

INVESTMENT STRATEGIES:

 

All Equity:

This all equity model is a higher activity approach which provides exposure to the top seven ranked stocks in the S&P 500. This ranking is achieved by comparing longer-term performance with shorter-term performance. The greater the difference, the higher the ranking, thus the more a stock is breaking away from the anchoring of its longer-term performance. This highly active strategy is most appropriate for investors with a higher risk tolerance.

 

Sector Focus: 

A multi-cap, sector driven strategy that closely tracks S&P 500. Model combines relative-strength rankings, current market trends, and predetermined minimum and maximum equities exposure. This model utilizes low cost exchange traded funds (ETF).

 

Fixed Income: 

Continuously invested model that is reallocated quarterly. The portfolio members are selected from 15 wide-ranging bond sectors based on their strength rankings. The model seeks to achieve out performance based on these selections using passive low-cost exchange traded funds.

Each offering is complemented with our macro overlay to help focus on longer term conditions that have historically driven financial markets.

 

The S&P 500 Index is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

Compensation

As fiduciaries, we are compensated by you, our client. Our fees are based on the value of your account. We do not sell securities for commissions. Management charges are calculated by taking a snapshot of your aggregate account value every 90 calendar days.   

 

MANAGEMENT CHARGES:


All Equity Model: 1.5% annually. Zero transaction charges. Minimums apply.


Macro Model: 1% annually. Zero transaction charges. Minimums apply.


Fixed Income Model: 0.75% annually. Zero transaction charges. Minimums apply.


 

To protect our highly efficient investment management process, we require an initial VISION meeting to see how we can 


bring value and help work towards your longer-term goals.  Minimums are tied to the number of accounts funded.


 


 


 

How can we help?

Find out how we can help you reach your financial freedom.

Contact Us Now

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