Client Portfolio Management

Focused on Helping You Deliver a Superior Client Experience

 

Clark Capital’s highest level of service for high net worth investors, institutions, and endowments.

Benefits

 Client Portfolio Managers work side by side with Clark Capital’s Investment Team, directly translating our portfolio management capabilities into personalized portfolios for high net worth investors.

The Client Portfolio Management team provides uniquely customized investment planning to you and your high net worth clients.

Clearly communicate how your investment plan is designed to help a client achieve their long-term life goals.

Provide a comprehensive, institutional-level investment proposal with a full analysis of the investor’s current holdings so you can clearly identify the value you provide.

Provide advanced planning strategies including Option Overlay for Concentrated Positions, Managed Tax Transition Strategies, and Personalized Income Planning to your most valued clients.

Navigate your clients’ financial future.

A highly collaborative and consultative process can help you provide a better client experience. We provide you with the following tools to help navigate the future for clients:

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latest insights:

Client Portfolio Management Team

Glenn Dorsey, CFA®, CAIA®

Senior Vice President, Client Portfolio Manager

Brendan May

Client Portfolio Analyst

Robert W. Keller, CFA®

Client Portfolio Analyst

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