We start with an engaging introductory meeting or call focused on understanding you and what you want your money to achieve.
RISK COMFORT ANALYSIS
Together we will determine how much risk you are comfortable taking and identify the point at which you are likely to feel anxiety should the value of your portfolio decline.
OBJECTIVES AND GOALS
We collaborate with you to ensure your plan is designed with a comprehensive picture of all your goals and objectives outside of just growing returns.
We gather information including your income, expenses, investments, and other assets to create a cash flow and goals-based financial plan customized specifically for you.
We will propose an asset allocation plan that utilizes a combination of our proprietary tactical strategies and other satellite holdings that are tailored around your goals, objectives, and risk tolerance.
Using a proprietary set of tactical strategies called Pachira, we work towards helping you maximize gains and minimize losses throughout the various market cycles.
Your journey to financial freedom begins with a simple phone call.
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.