The Clark Group Asset Management uses a three-bucket approach that is dynamic to market trends and shifts your exposure of equities based on rules-based signals. The three different buckets are strategic equities, tactical strategies, and fixed income. Depending on your risk tolerance and long-term goals, you will have a different weighting within each category.
What makes The Clark Group Asset Management unique are our tactical strategies, which are designed to maximize gains and minimize losses. The Clark Group Asset Management currently manages several tactical strategies which we have named after the Pachira Money Tree that has been rumored to bring luck and prosperity to its owner.
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.
