Advisors

  • Financial Advisors

    Life Goals. Financial Goals.
    Make Them Work Together.

Clark Capital provides innovative and traditional investment strategies that serve a common purpose: to help advisors deliver great results to their clients.

We believe that helping clients stay on track to achieve successful outcomes is an advisor’s greatest achievement. Our goal is to provide disciplined, consistent and personalized investment strategies to help advisors deliver on their promise.

Contact Your Regional Investment Consultant Team

Partnership

We believe Clark Capital is unique in our industry. As an independent asset management firm, we offer a true Partnership to the financial advisor community and its clients.

Our Expertise

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.

Available Platforms




Case Design and Income Planning

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