The Pachira Conservative Portfolio seeks a competitive total return as well as protection from turbulent financial markets. We believe this strategy is ideal for investors who are willing to accept a higher degree of risk and volatility than that of the bond market but less than that of the stock market.
The Pachira Conservative Portfolio is managed by a proprietary algorithm that the Clark Group Asset Management developed in an effort to reduce risk and volatility when changes in the long and short term trend in the market occur. Additionally, the strategy uses a seasonal indicator to further reduce risk during the period lasting from May 1 thru October 31 which has commonly been identified as the historically weaker half of the year.
The Pachira Conservative Portfolio focuses on the S&P Midcap 400® which is the most widely followed mid-cap index in existence. When in the market, the strategy will invest in the SPDR® S&P MidCap 400 ETF which gives investors exposure to approximately 400 stocks. During periods when the strategy is out of the market due to seasonality or a downtrend in the market, it is invested in U.S. Treasuries.
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.