Advisors
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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.
Our Expertise
KEEPING CLIENTS COMMITTED TO YOUR FINANCIAL PLAN
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Make investments relevant to investors’ dreams and aspirations
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Help your clients stay focused on their progress to goal, not arbitrary benchmark returns
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Help clients remain within their risk comfort zone through good and bad markets
ALIGNING ASSET MANAGEMENT WITH FINANCIAL PLANNING
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Clearly communicate the responsibilities of the investor, advisor and asset manager
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Provide comprehensive coverage for each stage of the investor life cycle in a personalized investment plan
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Support your financial plan with a simplified income plan
CREATING UNIQUELY PERSONAL INVESTMENTS
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Build custom-tailored investment strategies that address unique client needs
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Customize tax strategies to maximize after-tax returns
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Incorporate option strategies in an effort to help clients generate income, protect against losses and transition out of concentrated holdings over time
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