The Clark Group Asset Management

Description

• The Clark Group Asset Management is an independent, privately owned asset management firm that specializes in the development and implementation of sophisticated asset allocation plans for retirees and high-net-worth individuals. The firm takes pride in its exemplary client service, tactical investment approach, and its dedication for standards of excellence. As a Registered Investment Advisor, we offer unbiased financial advice that is free from the conflicts inherent at many Wall Street firms. Working as your advisor, we are a fiduciary and must always protect your best interests and disclose to you any conflicts that could prevent us from providing service to you. By joining The Clark Group Asset Management, our goal will be to: Take the time to understand your goals and objectives Offer you solutions based on your individual needs Implement proprietary investment strategies focused on managing market risk Always keep your interests at the forefront With over 50 years of combined investment experience, our ability to identify and adapt to market changes are vital when considering a firm for your long-term investment goals. Our staff of professionals, including CERTIFIED FINANCIAL PLANNERS and seasoned investment managers, will dedicate our extensive financial services experience with a goal to help make your dreams a reality.
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  Headquarters:24941 Dana Point Drive Suite C, Dana Point, California, United States

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  Phone Number: +1 818-461-9333

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  Website: https://www.clarkgroupam.com

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  Employees:5

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  Revenue:$0 - 1M

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  Legal Name:The Clark Group Asset Management

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• |  NAICS Code: 523930  |

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