The Clark Group Asset Management (“CGAM”) is a SEC registered investment adviser firm with an office in Dana Point, California. In addition certain Investment Adviser Representatives may also be insurance agents with various insurance companies. CGAM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. CGAM’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of CGAM’s website on the Internet should not be construed by any consumer and/or prospective client as CGAM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by CGAM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of CGAM, please go to the SEC website at www.iapd.com.

CGAM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CGAM’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Nothing on this site is intended as offer to buy or sell any securities.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by CGAM) will be profitable or equal any historical performance level(s).

Certain portions of CGAM’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from CGAM, or from any other investment professional. CGAM is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting, or tax advice.

Each client and prospective client agrees, as a condition precedent to his/her/its access to CGAM’s website, to release and hold harmless CGAM, its officers, directors, owners, employees and agents from and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from CGAM.

Additional information regarding the Clark Group Asset Management or its Investment Adviser Representatives can be found on the SEC’s web site at https://adviserinfo.sec.gov/

CFP logo
Morningstar logo
Riskalyze
CCLS logo
Charles Schwab logo
SS&C logo
Fundpeak logo

The information herein is for information purposes only, does not contain or convey legal or tax advice, and should not be relied upon regarding any particular facts or circumstances without first consulting with a lawyer, tax, or other professional. The following list of professionals often work with The Clark Group Asset Management at the sole direction of our clients on various projects; however, no client is obligated to use any of our strategic alliance members for any service. As personal facts and circumstances vary, please conduct due diligence on any third party prior to engaging.

The advice and opinions of The Clark Group Asset Management are our own and in no way represent the opinions or advice of our strategic alliance members. Similarly, the advice and opinions of our strategic members in no way represent the opinions or advice of The Clark Group Asset Management. We are an independent network of professionals in our respective fields.