A Crucial Investment Lesson From A Difficult 20 Years

The commemoration of 9/11 and pullout of U.S. troops from Afghanistan marked the passing of…

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This Week’s Financial Economic News 

The Standard & Poor's 500 stock index is priced at about 21 times forward earnings…

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Is The Expected Income Tax Hike Going To Affect You?

An income tax hike is widely expected, but the important question is how it would…

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Latest Financial Economic News For Investors 

Savings, spending and employee compensation - key fundamentals driving U.S. economic growth - were all…

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2021 Year End Tax Planning: Higher Stakes And More Confusing Than Ever

Year-end tax planning is more important than usual because it occurs concurrently with a turning…

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August Retail Sales Indicate The Recovery Is Intact 

Retail sales for the 12 months through August rose 14.9%. According to the U.S. Census…

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About Our Firm

The Clark Group Asset Management is a registered investment advisory firm located in the heart of Southern California. As professional fiduciaries, we offer unbiased financial advice that is free from the conflicts inherent at many Wall Street firms.


Portfolio Risk Analysis

Do you know how much risk you are taking within your portfolio? Let us perform a complimentary stress test to illustrate how your current investments would have fared through various market events over the past 8 years, including the financial crises and recovery.



We specialize in the development of trend following tactical strategies that signal when to be in or out of stocks. Our tactical strategies invest in broad market exchange traded funds (ETFs) to maximize diversification and keep fees low.


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Company Info

24941 Dana Point Harbor Drive
Suite C210
Dana Point, CA 92629
Phone: 949-558-3898
Fax: 949-558-3901

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