Firm Profile

The Clark Group Asset Management is located in the heart of Southern California and was founded by Raymond Clark, a Certified Financial Planner™ (CFP®) and Eric Cedergreen.  Ray and Eric have over 60 years of combined investment experience in helping individuals and businesses achieve their investment and retirement goals.

As a Registered Investment Advisor regulated by the U.S. Securities and Exchange Commission, The Clark Group has a fiduciary duty to our clients. That means we have a legal obligation to always act in your best interest and disclose any conflicts that could prevent us from servicing you. Furthermore, our compensation is fee-based which allows us to be completely objective and aligns our incentives with our client’s best interests. Brokers, on the other hand, sell investment products for commissions and are not obligated to act in your best interest.

Our mission is to build long-lasting relationships with our clients and help them organize, grow and protect their hard-earned assets through life’s transitions.  Along the way, our goal is to provide peace of mind for our clients through trust, thoroughness and transparency. Our experience has taught us that our value comes from helping clients make sound financial decisions while minimizing the emotion that often comes with investing. We are here to guide you through both good and bad economic times.

 

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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
theclarkgroup@clarkgroupam.com