Jobs Situation Report Pushes Stocks A Fraction From All Time High

Today's jobs situation report confirmed the recovery is on track and stocks closed a fraction…

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Making A Financial Transition? Answer These Five Questions

To say current financial economic conditions are unprecedented understates things: The United States, the world's…

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Inflation Rate Doubled In Past Two Months

The rate of inflation federal policy is pegged against more than doubled in the last…

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Going Out On Your Own Terms: Six Key Documents In An Estate Plan

Everyone's estate plan is unique, but these six documents are key in ensuring your final…

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Stocks Closed At A Record High; What's Expected For The Rest of 2021?

The Standard & Poor's 500 stock index closed at a record high 4247.44 today.

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Here's What's Happening Now In Wealth Management

For the past decade, monetary easing measures implemented by the U.S. Federal Reserve expanded the…

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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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