The Clark Group Asset Management

The Clark Group Asset Management is a Dana Point, California-based investment management firm established in 2005 and registered with the U.S. Securities and Exchange Commission in 2012. The firm offers customized investment management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. Services include asset management on a discretionary and non-discretionary basis, financial analysis, and financial planning. The firm primarily invests in domestic, international, and emerging market equities, ETFs, ETNs, mutual funds, options, and real estate investment trusts. CGAM manages all client assets on a fully discretionary basis and periodically reviews accounts to ensure alignment with client objectives. The firm charges fees based on a percentage of assets under management, with rates ranging from 1.00% to 2.00% depending on the account size. CGAM does not vote proxies on behalf of clients and does not have any disciplinary information to disclose. The firm does not vote proxies on behalf of clients and does not have any disciplinary information to disclose. Clients are urged to review account statements received from the custodian and compare them with statements from CGAM.