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  • Meet Your Team | The Clark Group Asset Management
    The Clark Group Asset Management is an independent, fee-only wealth management firm based in Southern California Founded in 2005, our team brings more than 80 years of combined experience helping individuals, families, executives, engineers, and business owners all over the country navigate retirement and complex financial decisions with confidence We specialize in comprehensive wealth
  • Home | Wealth Management and Retirement Planning | The Clark Group
    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
  • Brandon M. Clark | The Clark Group Asset Management
    Brandon Clark, CFP®, CPWA®, is the Director of Financial Planning at The Clark Group Asset Management, where he works with executives, engineers, business owners, and retirees on comprehensive wealth management and retirement planning
  • Overview | The Clark Group Asset Management
    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
  • Financial Planning | The Clark Group Asset Management
    At The Clark Group Asset Management, the financial planning process starts with a detailed understanding of your financial needs, goals, and wishes We gather information including your income, expenses, investments and other assets to create a financial plan customized specifically for you
  • The Process | The Clark Group Asset Management
    The following list of professionals often work with The Clark Group Asset Management at the sole direction of our clients on various projects; however, no client is obligated to use any of our strategic alliance members for any service As personal facts and circumstances vary, please conduct due diligence on any third party prior to engaging
  • Contact Us | The Clark Group Asset Management
    The Clark Group Asset Management P | 949-558-3898 E | theclarkgroup@clarkgroupam com 24941 Dana Point Harbor Drive Suite C210 Dana Point, CA 92629
  • Investment Management | The Clark Group Asset Management
    The following list of professionals often work with The Clark Group Asset Management at the sole direction of our clients on various projects; however, no client is obligated to use any of our strategic alliance members for any service As personal facts and circumstances vary, please conduct due diligence on any third party prior to engaging
  • Advisors | The Clark Group Asset Management
    In 2005, Ray founded The Clark Group Asset Management to create an independent advisory firm dedicated to objective advice and fiduciary-based wealth management Headquartered in Dana Point, the firm serves clients throughout the country with a focus on retirement planning, investment management, and long-term financial stewardship
  • CGAM Form CRS (final amended) 2. 23. 2021 (00270418)
    The Clark Group Asset Management Form CRS Customer Relationship Summary March 4, 2026 The Clark Group Asset Management (“CGAM”) is an investment adviser registered with the U S Securities and Exchange Commission (“SEC”) The services of and fees for brokerage and investment advisory services differ and it is important for you to understand those differences Free and simple tools are





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