CAZ Investments
Clark Edlund, CAIA has had a diverse range of work experience in the financial industry. Clark began their career as an Advisor at AXA Advisors in 2004 and later worked as a Financial Advisor at Advanced Financial Services from 2006 to 2007. In 2008, they joined LPL Financial as a Financial Advisor. Clark then moved on to become the Managing Partner at Absolute Private Wealth Management from 2009 to 2013. Following that, they worked as a Senior Investment Advisor at ZT Wealth from 2013 to 2015. Most recently, they held various roles at CAZ Investments, including Senior Vice President from 2016 to 2018, Director from 2018 to 2020, and currently holds the position of Managing Director.
Clark Edlund, CAIA completed their Bachelor of Science (B.S.) degree in Economics from Texas A&M University between 2000 and 2004.
CAZ Investments
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AZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since their inception, they have focused their efforts on finding excellent opportunities to invest their personal money and then providing the ability for their clients to co-invest with us. They exist to provide Access toInnovative Investments.Over the years they have evolved their business model to be quite different than the vast majority of other investment management companies in a couple of ways.First, they always invest their personal capital alongside their clients. They have more than $100mm of their personal capital committed to their investment vehicles. They provide access to their clients to co-invest with us in these vehicles that they believe will provide the best opportunities for their family’s money.Second, because of the scale of the investments that they make, they have access to opportunities that would otherwise not be available to families with less than $250mm - $500mm of investable assets. Quite simply, there are many investments that they can provide for their clients that they could never access on their own.