Video Library

 
Individual Stocks & Bonds - Glenn Dorsey, CFA®, CAIA®, Senior Vice President, Client Portfolio Manager

Quarterly Economic & Capital Market Review

Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Visit the page to watch the video and see investment ideas for today’s markets.

 
Diversifying the Sources of Retirement Income - Shaun Wurzbach with Brendan Clark, CFA®, Chief Executive Officer and K. Sean Clark, CFA®, Chief Investment Officer
 
Harnessing Momentum With Sectors and Factors - Shaun Wurzbach with Brendan Clark, CFA®, Chief Executive Officer and K. Sean Clark, CFA®, Chief Investment Officer
 
Blending Active and Passive in Fixed Income - Shaun Wurzbach with Brendan Clark, CFA®, Chief Executive Officer and K. Sean Clark, CFA®, Chief Investment Officer
 
Clark Capital Overview - Harry Clark, CFP®, Executive Chairman
 
The Personalized UMA - Brendan Clark, CFA®, Chief Executive Officer
 
Navigator® Fixed Income Total Return - K. Sean Clark, CFA®
 
Domestic & International Equity - Tony Soslow, CFA®
 
Navigator® High Dividend Equity - Maira Thompson
 
Relative Strength Investing - David Rights and Mason Wev, CFA®, CMT®
 
Navigator® Taxable and Tax Free Fixed Income - Jamie Mullen
 
Navigator® Option Enhancement - John Clark
 
The Personal Benchmark - Brendan Clark, CFA®, Chief Executive Officer
 
Tax Transition - Brendan Clark, CFA®, Chief Executive Officer
 
Client Portfolio Management - Glenn Dorsey, CFA®, CAIA®, Senior Vice President, Client Portfolio Manager
Navigator MultiStrategy – K. Sean Clark, CFA®

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