Clark Asset Management, LLC
Clark Asset Management, LLC is a registered investment adviser headquartered in Stratham, New Hampshire. Founded by Bradley Clark, a Harvard and Stanford graduate with decades of strategic and financial planning experience, the firm specializes in retirement income planning and comprehensive wealth management for individuals and couples. With approximately 9 employees, Clark Asset Management is known for its evidence-based investing methodology, flat fee structure, and fiduciary approach, serving primarily high-net-worth individuals and retirees.
Investment Strategy
Clark Asset Management employs an evidence-based investment philosophy that emphasizes low-cost, diversified portfolios over individual stock picking. The firm integrates Modern Portfolio Theory and utilizes funds from leaders like Dimensional Fund Advisors. CAM is a specialist in retirement income planning and works to reduce client anxiety through transparent, client-centric financial strategies, charging fixed flat fees and never commissions. Their approach seeks to align client investments with long-term financial security and behavioral coaching.
Top Holdings
Equity Positions (206)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 15.19% | $130.7M | 2,181,395 | $49.23 | $59.92 | +$17.1M |
V VUG | VANGUARD INDEX FDS | 10.85% | $93.3M | 194,626 | $316.79 | $479.61 | +$12.2M |
V VTV | VANGUARD INDEX FDS | 9.23% | $79.5M | 426,081 | $159.72 | $186.49 | +$10.2M |
V VWO | VANGUARD INTL EQUITY INDEX F | 5.54% | $47.6M | 879,260 | $44.31 | $54.18 | +$7.8M |
V VB | VANGUARD INDEX FDS | 4.06% | $34.9M | 137,444 | $218.07 | $254.28 | +$5.2M |