Serving Individuals, Families, Trusts, and Institutions
SINCE 1989
Clark Asset Management is a boutique investment portfolio management firm based in La Crescenta, CA that has become a family name through more than three decades of service to families, individuals, and small institutions. For over 30 years, our firm has been been committed to helping our clients locally, across California, and nationwide achieve financial success.
Clark Asset Management + Associates, Inc. is a Registered Investment Advisor in CA, OK, and TX, and can serve clients in additional states.
OUR SERVICES
MORE STABILITY AND LESS RISK.
Clark Asset Management + Associates, Inc. structures each portfolio in a balanced and pragmatic manner, utilizing knowledge from our years of experience in investment management upholding proven principles of diversification. Our firm works to personalize your portfolio through access to a wide variety of investment instruments including DFA (Dimensional Fund Advisors) Funds, and is not limited to a singular fund family nor broker - dealer. We are committed to putting your individualized needs first and improving your long-term financial success.
OUR FIRM
Nestled in the foothills of the San Gabriel Mountains, our firm has been family-owned and operated for over 30 years. We drew our origins from Shawnee, Oklahoma in 1984, and for over 30 years have now called California and the San Gabriel Valley our home.
YOUR INVESTMENT MANAGEMENT SOLUTION.
WITH A FRIENDLY, FAMILY-ORIENTED FINANCIAL ADVISOR.
Clark Asset Management works to know each of our clients on a more personal level in our firm's commitment to better serving your individualized needs and accommodating your unique investment preferences. We carefully craft each portfolio utilizing the best personalized strategies to help you meet your financial goals.
Our experienced staff are friendly, knowledgeable, and passionate towards helping you achieve your financial goals. Our team is relentlessly dedicated to serving your investment needs and getting to know our clients on a personal level in our firm's effort to better serve you.
