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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
Suite C210
Dana Point, CA 92629
Phone: 949-558-3898
Fax: 949-558-3901
theclarkgroup@clarkgroupam.com
© 2023 The Clark Group Asset Management.
Despite Bank Fears And A Fed Hike, Stocks Climbed For The Week
Despite the threat of bank runs and a quarter-point interest rate hike by the Federal Reserve, the Standard & Poor's 500 stock index closed a volatile week with a gain
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.
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