At The Clark Group Asset Management, our goal is not just to grow your money but to preserve it as well. We understand that most investors do not have the tolerance to ride through major market declines or the time to wait for them to recover.
As a result, we spent years developing a set of tactical strategies that mathematically track the price of the market to identify long-term trends and to signal when to be in or out of stocks. Each of our proprietary strategies follows a strict set of risk management rules and has built-in exit points to minimize losses when conditions warrant – a discipline lost among most money managers and absent from all buy & hold strategies.
Our tactical strategies represent a core holding in most of our client’s portfolios which may also include satellite holdings in international equity funds and fixed-income securities depending on each client’s risk tolerance and need for diversification. In most cases, we invest in broad market Exchange Traded Funds (ETFs) to maximize diversification and keep expenses low. Our firm also utilizes the more traditional buy & hold approach, or strategic asset allocation, depending on the client's objectives and risk tolerance.
Using a combination of in-house and independent third-party analysis, we will help you design a sensible asset allocation plan and then select the investments and strategies that are aligned with your goals and risk profile. At The Clark Group we work for you and our focus is on what is in your best interest.
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
Securities regulators require financial advisors to state in their public statements that past performance is not indicative of future results because investing is complicated, and nothing is guaranteed. Ironically, however,
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.