Clark Dodge Asset Management

Return on Trust

Investment Overview

Clients are at the heart of everything we do and our core belief is that asset management begins and ends with the investment needs of our clients.

Planning

We work closely with clients at every stage of the investment process to determine their investment goals and requirements and take pride in formulating long-term, rational investment strategies to reach their objectives.

Allocation

In determining asset allocation, we advocate a well diversified portfolio structure and a global view of potential opportunities in order to both mitigate risk and maximize return in line with clients' objectives. As changes in the economic environment require, we actively rebalance investments and as appropriate, capitalize on market opportunities.

Construction

We work with clients to determine the right mix of assets and choose specific holdings based on their potential growth, valuation and long-term opportunity. Every strategy is analyzed and reviewed on a daily basis and detailed due diligence conducted before purchases are made.

overview

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