Excellent portfolio management for the moderately risk-conservative investor.
Dr. Gary N. Clark, CFA, President/Founder
Gary N. Clark, CFA has had a lifelong interest in economics, financial markets, and portfolio management. Dr. Clark has a PhD in Economics, and is a CFA charterholder. Dr. Clark was raised in Southern California and attended Claremont McKenna College (then Claremont Men’s College), earning his degree in Economics. He went on receive his Master's and PhD in Economics from the University of Oklahoma, at Norman. His father, Norman B. Clark, Jr., was a petroleum engineer with Unocal, who caused him to pick up a rich exposure to the oil business. While attending school in Oklahoma, he further gained experience with petroleum and real estate. Dr. Clark also edited Forced Pooling: A Guide for Oklahoma Mineral Owners, by Ralph Wampler. He later spent two years in the military.
Dr. Clark began managing investment portfolios in Oklahoma in the early 1980s, and later relocated back to California. He founded Clark Asset Management + Associates, Inc. in 1989. In addition to helping clients with their investment needs, he has taught Security Analysis, Portfolio Management, and Financial Management at California State University, Long Beach. He has advised many clients, served on many non-profit boards, flown many miles, and read many books. Gary has lived in South Pasadena, Coalinga, Bakersfield, and Whittier. He currently resides in La Crescenta with his wife.
MEET OUR TEAM
As an independent Registered Investment Advisor, we focus on discretionary portfolio construct and management, working to create balanced accounts diversified across asset classes for mature and respected clients.
Our goal is to manage investment portfolios by implementing a personalized approach that always puts our clients' needs first.