Our Process

Professional | Comprehensive | Strategic 
WEALTH MANAGEMENT
 
Personal Financial Review

Personal Financial Review

The Clark Group’s process begins with an introductory meeting or call that is focused on learning more about you and what your investment goals and objectives are. During this step, we will also take the opportunity to gather information regarding your current assets & liabilities as well as your income & expenses so that we have a better understanding of your current financial picture.

Analyze & Forecast

Analyze & Forecast

We input your income, expenses and assets for the next 20-years into a financial analysis spreadsheet to illustrate how your money will hypothetically grow using different inflation and return assumptions. If you are retired, or contemplating it in the near future, our 20-year analysis can also be helpful in showing how long your savings will potentially last.

Sleep Test

Sleep Test

Together, we will determine how much risk you are comfortable taking and identify the point at which you are likely to lose sleep should the value of your portfolio decline. After we know this, we can begin building an investment plan designed to help keep you within your comfort zone so that you can sleep well when the markets are volatile.

Stress Test

Stress Test

Your current portfolio is then stress tested to model how your portfolio would have historically performed during good years like 2013 or volatile periods like the Financial Crises in 2008-2009.

Proprietary

Proprietary

We will propose an asset allocation plan that utilizes a combination of our proprietary tactical strategies and other satellite holdings that is tailored around your goals, objectives and risk-tolerance.

 

 

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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