The Clark Group Asset Management currently manages three 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 Aggressive 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 Aggressive 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.
Pachira Conservative 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 Conservative 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.
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.