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.  Many of these investors later bought back at levels significantly higher than where they sold while others remained out of the market frozen by fear.  Bear markets, defined as a decline of -20% or more, are not unique.  They have happened before and they will happen again.  As a result, we have created a 3-step process to help ensure your portfolio stays within a range of volatility that you are comfortable with.

Identify Your Downside Thresholds

The first step is to answer a short questionnaire that covers topics such as portfolio size, financial goals, and what you are willing to risk for potential gains. Then we will pinpoint your downside threshold to guide our decision making process

Stress Test Your Current Investments

It turns out 4 out of 5 people have more risk in their portfolio than they realize. Next, we will stress test your current investments to determine if they are a good fit for your risk tolerance. The stress test will illustrate how your portfolio would have fared through various market events over the last 8 years, including the financial crises.

Align Your Portfolio

After pinpointing your downside threshold, we'll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes.

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Company Info

24941 Dana Point Harbor Drive
Suite C210
Dana Point, CA 92629
Phone: 949-558-3898
Fax: 949-558-3901

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