Institutional Quality Investments Starting at $500,000
- Fully Diversified Allocations in One Streamlined Account
- Separately Managed Accounts Primarily Comprised of Individual Securities
- Tax Aware Solutions Available
- Client Portfolio Management Team Dedicated to Helping You Grow Your High Net Worth Business
Fully Diversified, Actively Managed
Navigator® Total Wealth Strategies are actively managed Unified Managed Accounts (UMAs) primarily comprised of equity and bond separately managed accounts. Strategies are offered in five risk comfort zones and are available in tax aware formats.
Our experienced team of investment managers perform ongoing macro-economic analysis and make tactical shifts to the portfolios to reflect our market outlook and keep the strategies aligned to their risk profiles.
Navigator® Total Wealth Plus Strategies utilize separately managed accounts and individual stocks and taxable bonds whenever possible. These strategies are suitable for high net worth clients seeking a diversified portfolio.
Navigator® Total Wealth Plus Strategies (Tax Aware) utilize separately managed accounts including individual stocks, municipal bonds and lower turnover strategies whenever possible. These strategies are suitable for high net worth clients seeking a diversified and tax aware portfolio.
A Fleet of Investment Strategies
Navigator® Total Wealth Strategies utilize a diverse suite of Clark Capital’s individual investment portfolios to help you enhance and protect your clients’ wealth, so they can stay on track to achieve their unique goals and objectives.
Focused on Helping You Deliver a Superior Client Experience
Today’s high net worth client has complex needs and high expectations. That’s why we’re here to help support advisors in their efforts to deliver a superior client experience.
Dedicated High Net Worth Support Team
Clark Capital’s dedicated high net worth support team of Client Portfolio Managers provide time saving tools and resources aimed to help you grow and retain your business.
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Client-Friendly Investment Proposals
Create client-friendly investment proposals to help you clearly communicate the investment expertise you provide to your high net worth clients.
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Interested in learning more about Total Wealth Strategies?
Simply complete the form at right, and a Clark Capital Relationship Manager will contact you within two business days. Please provide any specific information by completing the Comment or Message field. If you need faster service, call 800.766.2264 and ask to speak with a Relationship Manager.