Our 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.

Our 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. 

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Our Strategies

We specialize in the development of asset allocations incorporating different types of strategies. Our dynamic portfolio management approach shifts your risk exposure based on market trends. Our tactical strategies invest in broad market exchange traded funds (ETFs) to maximize diversification and keep fees low.

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Our Team’s Difference

Integrity: Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.  

Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in reaching your financial goals.

Fiduciary: As fiduciaries, we are legally and ethically obligated to act in your best interest. This commitment ensures that our advice is always aligned with your financial well-being, providing you with the utmost confidence and peace of mind.

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Our Services

 

Investment Management

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
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Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
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Portfolio Risk Analysis

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.
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Charitable Giving

Whether you are offering emotional support to loved ones, volunteering your time to assist an organization, or donating money to charity, you are trying to make the world a better place.
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