Overview

The Clark Group Asset Management currently manages two tactical strategies which we have named after the Pachira Money Tree that has been rumored to bring luck and prosperity to its owner. Each strategy uses a different set of sophisticated algorithms in an attempt to identify if the market is trending higher or lower and issues buy or sell signals based on the result. We believe that, by observing the market through this mathematical lens, we can take the emotion and guesswork out of the investment process and focus on maximizing gains and minimizing losses when conditions warrant.

Pachira 3.2 is our flagship strategy and serves as a core holding in the construction of our portfolios. The objective of this strategy is to outperform the market over a full market cycle with less risk and volatility. When "in" the market, the Pachira 3.2 strategy is invested in three broad-based ETFs that collectively track stocks held within the S&P 1500 Composite Index® - an index that includes all stocks within the S&P 500®, S&P Midcap 400®, and S&P Smallcap 600®. When "out" of the market, the strategy will invest in a combination of short and intermediate term bond ETFs or Treasury Bills.

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Pachira 1.1 is another tactical strategy developed by The Clark Group Asset Management which uses a combination of technical and seasonal indicators to determine when to be in or out of the market. This strategy was created as an alternative to fixed-income investments with the objective of delivering a competitive, risk adjusted return over a full market cycle. The strategy uses a proprietary algorithm to identify the trend of the market and rotates in and out of stocks based on historically strong and weak periods of the year. When "in" the market, the Pachira 1.1 strategy is invested in an ETF that tracks the S&P Midcap 400 Index® which targets the midcap portion of U.S. equities. When "out" of the market, the strategy will invest in a short-term bond ETF or Treasury Bill.

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Company Info

24941 Dana Point Harbor Drive
Suite C210
Dana Point, CA 92629
Phone: 949-558-3898
Fax: 949-558-3901
theclarkgroup@clarkgroupam.com