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High Income Earners & Roth Conversion

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Time Itemized Deductions To Reduce Taxes

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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.

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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.

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Strategies

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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24941 Dana Point Harbor Drive
Suite C210
Dana Point, CA 92629
Phone: 949-558-3898
Fax: 949-558-3901
theclarkgroup@clarkgroupam.com