The Clark Group Asset Management - Dana Point, California

Bradley M.

I have been associated with The Clark Group for over 10 years. As I was approaching retirement, I wanted to align myself with an asset management firm who not only had the knowledge and expertise to guide me through the maze of investment strategies, but also one wherein I wouldn't be considered just a "number." The Clark Group not only met, but continues to exceed all of my expectations. I needed an organization who would construct a strategic plan to maximize my return on investment. This they did. The team listened to all of my objectives, goals and concerns and thus the investments they make on my behalf represent a plan that meets my individual tailored needs. Additionally, they recommend changes in the strategy as the market dictates to maximize my return, yet all the while keeping my best interest in mind. They are experts in the field of asset management and thus are the ones you want on your side whether you are a first time investor or have had your portfolio with another firm. They are large enough to manage the most complex asset strategy yet small enough to care for each and every individual investor. They are not a "one size fits all" type of organization. I have personally interfaced with each and every one of their staff members and all are welcoming, friendly and extremely knowledgeable. So if you are looking for a great team who will keep your best interest in mind, I highly recommend The Clark Group! You can't go wrong!

Michael K.

High marks for being responsive to my needs with caring professionalism. It’s both a comfort and pleasure to deal with highly knowledgeable advisors who are proactive in managing my funds in investments that coincide with my risk assessment.

Jeff K.

My corporation has employed the Clark Group for many years to manage its corporate retirement accounts. I have been extremely pleased with the attention to detail and the market information that the Clark Group has provided. Asset protection has been our number 1 goal as well as a great return on investment. The Clark Group has done it all!

Art S.

The Ray Clark Group has eliminated any concern I might have for investing my financial resources in a way that delivers maximum return based on the level of risk I am willing to accept in the markets. As a result I spend little time researching and deciding how my investments should be made because I know I am in good hands with the Clark Group. After more than 30 years relying on the Clark Group to invest my finances on my behalf, I have no hesitation in recommending the Clark Group to others. Both of my adult children have invested their financial resources in the markets through the Clark Group as well.

Zachary D.

My wife and I met Brandon and the Clark Team over a year ago, and it was one of the best financial decisions we have ever made to work with them. Prior to this, we had reached a point in our investments where we felt that we were not able to fully realize the gains that were possible due to our full-time jobs and other competing priorities. As such, we were looking for a trusted advisor who could help take our financial situation to the next level.

From the first meeting with Brandon, he was incredibly professional, polite, and respectful. Moreover, he was clearly very educated about financial planning, investments, taxation, and long-term planning. As we discussed our goals, I could see the wheels turning and he came back with a very well-thought-out series of questions to fully understand our situation and then was able to begin making a plan.

What is great about Brandon is that he never expects us to take recommendations at face value, but instead takes the time to clearly educate us and explain different investments and considerations around each. Furthermore, Brandon has expanded our understanding of many aspects of financial planning including trust information, restricted stock options, taxes for our short-term rental, smart savings strategies for our future family, and so much more.

I always look forward to my reports and catch-up calls with the Clark Team and feel grateful to have them close here in Dana Point. I highly recommend this team to anyone looking to make smart long-term financial plans with a team who will ensure you are set up to exceed your goals.

Jonathan Y.

The Clark Group really makes you feel like a part of the family. They take care of you and truly listen to your needs to guide you in the path that best fits your individual situation.

They bring something back to the financial industry that has been lost recently because of the progression of technology, personalized customer service.

Can’t say enough good things about Brandon Clark and how he takes care of me as a client.

Looking forward to the years I get to keep building the relationship with the Clark Group. Look no further if you are in search of the best asset management firm in the west coast.

Mary B.

I have been with The Clark Group for 22 years. I highly recommend them! They go above and beyond to cover all aspects of your financial needs. I have the utmost trust and peace of mind knowing that I am in such good hands with my finances!

Amado Q.

What is better than speaking to your fav finance advisor...? Hearing the great results directly from him!!! Brandon @ The Clark Group Asset Management manages to put on a smile (from ear2ear), while delivering top results! A true professional.