The Pachira Aggressive Portfolio seeks an attractive “absolute total return” for investors over a full market cycle (up and down market). We believe this strategy is ideal for investors who are willing to sacrifice the highest possible return in exchange for a high level of risk control.
The Pachira Aggressive Portfolio is managed by a proprietary technical algorithm, designed from years of work and testing by our investment team. When the market is in an uptrend the strategy is fully invested in equities while, when the market is in a downtrend, the strategy becomes defensive and moves to bonds or cash equivalents to limit downside risk.
The Pachira Aggressive Portfolio is invested in Exchange Traded Funds (ETFs) that give investors exposure to 3 broad-based asset classes found within the S&P Composite 1500®. The S&P Composite 1500® combines three leading indices, the S&P 500®, the S&P Midcap 400®, and the S&P Smallcap 600® to cover approximately 90% of the U.S. market capitalization. Rather than attempting to predict which asset class is going to be in favor, this portfolio invests in all three asset classes. When out of the market, the portfolio is invested in two bond ETFs that give investors exposure to a diversified basket of short and intermediate term bonds.
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.