Investment Philosophy

We believe that investors are best served through a diverse selection of asset classes and investment approaches that closely align with their unique investment goals.

Our investment philosophy is grounded in three core principles:
meaningful diversification, opportunistic asset allocation, and risk management:


We incorporate multiple global asset classes and methodologies into a portfolio that is aligned to the client’s life goals.

Asset Allocation

We utilize an active approach to asset allocation that allows us to take advantage of growth opportunities in a rapidly changing global marketplace.


We believe that personalized risk management can help clients remain committed to reaching their long-term goals, regardless of the ups and downs of the markets.

Our goal is to provide meaningful diversification through a bottom-up, fundamental investment process combined with a top-down, quantitative approach.

In our fundamental, bottom-up strategies, portfolio managers utilize an active approach to indi­vidual security selection. Each stock and bond is carefully analyzed by our team of investment professionals and handpicked for each portfolio.

In our quantitative, top-down strategies, portfolio managers utilize a disciplined, relative strength approach. This relative strength approach drives our tactical shifts in the portfolios that seek op­portunities, and guard against undue risks.

An Entire Fleet of Investment Strategies

Clark Capital’s high net worth investment strategies are designed to help you address a wide range of investor goals, so you can help them stay on track to achieve their long-term objectives.

Whether your clients seek growth, income, or protection, our diverse suite of strategies offers the building blocks you need to design portfolios that are tailored to each individual’s unique needs.