At The Clark Group Asset Management, we believe the single biggest risk facing investors today is market volatility. The extreme volatility investors experienced during the technology bubble in 2000-2002 and the financial crises in 2008 led many to abandon their investment plan and run for the exits in a bout of emotional selling. Many of these investors later bought back at levels significantly higher than where they sold while others remained out of the market frozen by fear. Bear markets, defined as a decline of -20% or more, are not unique. They have happened before and they will happen again. As a result, we have created a 3-step process to help ensure your portfolio stays within a range of volatility that you are comfortable with.
The first step is to answer a short questionnaire that covers topics such as portfolio size, financial goals, and what you are willing to risk for potential gains. Then we will pinpoint
It turns out 4 out of 5 people have more risk in their portfolio than they realize. Next, we will stress test your current investments to determine if they are a good fit for your risk
After pinpointing your downside threshold, we'll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected
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.