Life Goals. Financial Goals.
Make Them Work Together.
We believe Clark Capital is unique in our industry. As an independent asset management firm, we offer a true Collaborative Partnership to the financial advisor community and its clients.
KEEPING CLIENTS COMMITTED TO YOUR FINANCIAL PLAN
Make investments relevant to investors’ dreams and aspirations
Help your clients stay focused on their progress to goal, not arbitrary benchmark returns
Help clients remain within their risk comfort zone through good and bad markets
ALIGNING ASSET MANAGEMENT WITH FINANCIAL PLANNING
Clearly communicate the responsibilities of the investor, advisor and asset manager
Provide comprehensive coverage for each stage of the investor life cycle in a personalized investment plan
Support your financial plan with a simplified income plan
CREATING UNIQUELY PERSONAL INVESTMENTS
Build custom-tailored investment strategies that address unique client needs
Customize tax strategies to maximize after-tax returns
Incorporate option strategies in an effort to help clients generate income, protect against losses and transition out of concentrated holdings over time
Rigorous Performance Reporting Standards – Global Investment Performance Standards (GIPS®)
As part of our ongoing commitment to financial advisors and their clients, Clark Capital emphasizes complete transparency and accuracy in performance reporting. That’s why we go the extra mile to ensure precision by claiming compliance with GIPS.
The Global Investment Performance Standards (GIPS®) are a set of standardized, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report their investment results in a standardized, thorough format. For more on the Global Investment Performance Standards, click here.