Marketing Overview Materials

The Clark Capital Story

Learn more about Clark Capital’s 35-year history of helping elite financial advisors and their clients.

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.