SERVING INDIVIDUALS, FAMILIES, TRUSTS, & INSTITUTIONS SINCE 1989
"...excellent portfolio management for
the moderately
conservative investor."
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.
OUR SERVICES
Welcome To Clark Asset Management.
At Clark Asset Management, our goal is to successfully manage and grow our clients' investment portfolios. Our approach has been refined over 30 years of wealth management experience, focusing on managing risk while striving for more consistent returns and portfolio growth. We like to think we help our clients sleep better at night because they are freed from worrying about the effects of occasional market volatility on their investment portfolios.
We have developed a unique and realistic approach to wealth management that puts our clients' needs first. Because we design our portfolios using low-cost strategies, investing patiently, and keeping management fees reasonable, our clients are more likely to achieve their financial goals sooner. There strategies also minimize the effects of tax-related events.
Our firm is guided by the conclusions offered by Modern Portfolio Theory: namely, that risk does not drive returns. We believe we offer an intelligent approach to investing that will help you reach your financial goals in a pragmatic and disciplined way.
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 upholding proven principles of diversification. We work to personalize every portfolio through access to a wide variety of investment instruments. 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 best serve you.
