Skip to main content

menu

Schedule A Call

Home
Who We Are
What We Do
Strategies
Insights
Contact
Client Portal

Quarterly Newsletter

The Clark Group Quarterly Newsletter

Strategic Alliances

Riskalyze

Your journey to financial freedom begins with a simple phone call.

Our Office

24941 Dana Point Harbor Drive
Suite C210
Dana Point, CA 92629

Contact Us

E | theclarkgroup@clarkgroupam.com
P | 949-558-3898

Follow

ADV Part 1 ADV Part 2 Form CRS Disclosure Privacy Policy

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.

© 2024 The Clark Group Asset Management All rights reserved.