Clark Asset Management
Overview
Clark Asset Management is a private investment firm specializing in diversified asset management and financial advisory services. The firm focuses on managing investment portfolios by implementing a personalized approach that always puts clients' needs first. Their strategies are designed to grow and protect clients' wealth for years to come. The firm's investment approach is centered on managing risk while striving for consistent returns and portfolio growth. They emphasize low-cost strategies, patient investing, and reasonable management fees to help clients achieve their financial goals sooner. Their strategies also aim to minimize the effects of tax-related events. With over 30 years of experience, Clark Asset Management has developed a unique and realistic approach to wealth management that puts clients' needs first. They are committed to building strong and lasting relationships with each client, emphasizing strong communication that centers around the needs of every client.
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Clark Asset Management
What sectors does Clark Asset Management invest in?
Clark Asset Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Salt Lake City, Utah, United States. Clark Asset Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Clark Asset Management invest at?
Clark Asset Management backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Clark Asset Management invest in?
Clark Asset Management invests across United States.
Who are the partners at Clark Asset Management?
Team members listed for Clark Asset Management include Bradley Clark (CEO & President) and Angela Oliver (Director of Growth).
What companies has Clark Asset Management invested in?
Clark Asset Management's portfolio includes Apple, Microsoft, Amazon, Facebook, Google, Square, Qualcomm and PayPal.
How do I contact Clark Asset Management?
Clark Asset Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
