Total Wealth Strategies

High Net Worth Strategies to Navigate Today’s Markets

Designed to navigate changing market conditions, Navigator® Total Wealth Strategies are actively managed, fully diversified multi-asset class portfolios. Each allocation is designed to help enhance and protect your clients’ wealth, so they can stay on track to achieve their unique goals and objectives.

Institutional Quality Investments Starting at $500,000

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.

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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.

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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Long-Term Partnership

For over 30 years, we’ve partnered with elite financial advisors and their clients to deliver asset management excellence. We’re here to support you and your clients at each stage of the financial journey—from investment consultation to ongoing, concierge-level client service.

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Contact your regional Investment Consultant to learn more about Total Wealth Strategies and our high net worth services.

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