The Clark Capital Story
Learn more about Clark Capital’s 35-year history of helping elite financial advisors and their clients.
Marketing Overview Materials
Firm Overview Sheet
Clark Capital’s experienced team of professionals and disciplined investment strategies combine to help you create personalized portfolios tailored to each investor’s goals.
Investment Team and Philosophy
We believe the key to any firm’s success is the people involved. Learn more about our experienced team of investment professionals and disciplined investment process.
CPM Services Brochure
Discover how Clark Capital’s dedicated high net worth support team can help you deliver a superior client experience.
Three Levels of Active Management
Learn about Clark Capital’s active approach at each phase of the investment process.
Partnering with Clark Capital (Advisor Roadmap)
Learn how to partner with Clark Capital in 5 easy steps.
Sequence of Return Risk
Learn how personal income planning can help minimize sequence of return risk.
Beyond Mutual Funds
Separately managed accounts can offer high net worth investors unique benefits such as customization, flexibility, and the ability to manage taxes.
PUMA Snapshot
Navigator® Personalized UMA (PUMA) offers a highly collaborative and consultative process that incorporates client-specific case design, personal benchmarks, and income planning.
Relative Strength Overview
Clark Capital utilizes a disciplined relative strength approach across our equity, fixed income, and multi-asset class strategies.
MultiStrategy Overview
Navigator® MultiStrategy can offer investors a disciplined, quantitatively managed asset allocation that actively pursues opportunities while guarding against undue risk.
Elite Advisor Overview
The Navigator® Elite Advisor Program is designed to provide tools and resources to help you grow and retain your high net worth business.
Sample Portfolio Analysis
Clark Capital’s Client Portfolio Management Team provides institutional quality analysis designed to help you grow your business.
Sample Client Review and Outlook
Quarterly Client Reviews provide advisors and their clients an economic and capital assessment and a straightforward review of their portfolio composition and performance.
Tax Management Strategies
Learn more about Clark Capital’s tax management strategies designed to help maximize after-tax returns.