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Our Firm


Professionalism You Can Rely On
Knowledge, Experience, And Motivation

The Clark Group Asset Management has over 50 years combined investment experience which takes us through many volatile periods in the financial markets where experience is most valuable. Our staff of professionals, including CERTIFIED FINANCIAL PLANNERS™ and seasoned investment managers, will dedicate our extensive financial services experience with a goal to help make your dreams a reality. When you join The Clark Group Asset Management, you can count on us to: 

  • Keep you on track toward your long-term financial goals, year after year
  • Give you the encouragement you need to stay invested when the market is tough
  • Try to talk you out of financial decisions we think you’ll come to regret
  • Remind you that in investing, it’s generally the tortoise, not the hare, that wins the race
 


 
 
A Firm Aligned With Your Best Interests
As A Fiduciary, We Are Different From Other Advisors
 
As a Registered Investment Advisor regulated by the U.S. Securities And Exchange Commission, The Clark Group Asset Management works exclusively for you, putting your interests first in all we do. Working as your advisor, we are a fiduciary and must always protect your best interests and disclose to you any conflicts that could prevent us from servicing you. This makes our role very different from the traditional financial advisor to individual investors – stockbrokers – and we take seriously our responsibility to act as your fiduciary. Our commitment to serve as a fiduciary forms the foundation required in a trusting advisory relationship.
 


 

Full-Service Advice That's Affordable
You've Found a Firm That's Committed to You

By following the same basic investment principles for all of our clients, we are committed to providing every one of you, big or small, with exceptional client service we believe most other advisors can’t match. Right away, you’ll notice signs of our total commitment to you: from the little details (like a live team member answering the phone) to the bigger ones (limiting our daily appointments so you never have to wait long to speak to us). Finally, your returns are reduced by taxes and inflation as well as expenses. While you cannot control taxes or inflation, our goal is to take steps to control expenses. We utilize low-expense vehicles, including exchange-traded funds and index funds with an objective to limit your investment expenses and allow you the opportunity to capture more of the market’s potential returns.
 

© 2017 The Clark Group Asset Management | 24941 Dana Point Harbor Drive, Suite C210, Dana Point, CA 92629 | All rights reserved
P: 949-558-3898 | F: 949-558-3901 theclarkgroup@clarkgroupam.com |
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