Clark Asset Management & Associates is a boutique investment portfolio management firm based in La Crescenta, CA, with over 30 years of experience serving individuals, families, and small institutions. They are committed to helping their clients achieve financial success by providing excellent portfolio management for the moderately conservative investor.
With a focus on managing risk and striving for consistent returns, Clark Asset Management offers a unique and realistic approach to wealth management. Their personalized portfolios utilize low-cost strategies and aim to minimize the effects of tax-related events, helping clients reach their financial goals in a pragmatic and disciplined way.
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