We are committed to supporting our community and are proud to serve these worthwhile institutions that serve a benevolent purpose in the world. The following is a partial list of the nonprofits and causes that we help support:
Make a Wish Foundation
Granting the wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength and joy.
Providing free programs and services to address the needs of wounded warriors and fill gaps in government care.
Putting Christian principles into practice through programs that build healthy spirit, mind and body for all.
Boys & Girls Club
To enable all young people, especially those who need us most, to reach their full potential as productive, caring, responsible citizens.
Servants in Faith & Technology
To provide a purpose-driven college preparatory program, within a vibrant Christ-centered environment that empowers students to discover their passions and to develop their unique gifts and abilities while growing in wisdom, knowledge, leadership, faith and service.
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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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24941 Dana Point Harbor Drive
Dana Point, CA 92629
The Clark Group’s 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.
As a fiduciary financial advisor, 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. We provide clients in the Los Angeles, Orange County, and Southern California area with investment management, retirement planning, portfolio risk assessment, and charitable giving strategies.