There are multiple entities named Clark Asset Management, each with distinct characteristics and locations. Here's an overview of the two prominent ones: ### Clark Asset Management + Associates, Inc. - Location: Originally based in California, Oklahoma, and Texas, but has transitioned its operations. Gary N. Clark, CFA, now manages client portfolios at Prosperitas Financial, LLC in Santa Clarita, CA[1][5]. - Services: Provides discretionary investment portfolio management focusing on long-term growth and stability, particularly for moderately conservative investors. They manage various types of accounts, including IRAs, individual taxable accounts, and more[1][5]. - Investment Approach: Initially focused on a value-growth strategy, emphasizing consistent earnings growth. Over time, their approach has become more eclectic, incorporating factors like profit margins and debt/equity ratios[1]. ### Clark Asset Management, LLC - Location: Headquartered in Portsmouth, NH, with additional offices in Massachusetts, Pennsylvania, Tennessee, and Texas[3][4]. - Services: Offers financial planning and portfolio management for individuals and small businesses. They provide personalized investment strategies and do not have a minimum account size requirement, though they typically serve clients with $1 to $10 million in investable assets[3]. - Investment Approach: Focuses on fee-only advisory services with transparent fee structures. They help clients achieve financial goals through tailored investment portfolios and financial planning[3]. Both firms emphasize personalized service and tailored investment strategies, but they operate in different regions and have distinct operational structures.