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HIGH NET WORTH SOLUTIONS

Investment solutions and personalized services uniquely designed for high net worth clients.

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For nearly 40 years, Clark Capital has provided personalized strategies designed to help enhance, preserve and transfer wealth for high net worth individuals and families.

Solutions

Comprehensive wealth solutions and personalized income planning

Expertise

Analysis and insights from our dedicated team of CFA® Charterholders

Service

White glove service from a partner committed to you and your clients

Explore unified managed account solutions for investors starting at $500,000.

We partner with you to help determine which strategies are right for you and your clients.
Contact us for a consultation.

Navigator® Personalized Unified Managed Account (PUMA)

A full-service approach to creating customized portfolios

Explore PUMA

Navigator® Total Wealth Strategies (TWS)

A suite of fully diversified tailored strategies in a unified managed account structure

Explore TWS

Navigator® Personalized Unified Managed Account (PUMA)

Complete Personalization

Access our expertise to design and build the right portfolio with customized asset and strategy allocations

Streamlined Experience

Deliver streamlined experiences with unified managed accounts, automatic rebalancing, and simplified reporting

Tax
Management

Help clients manage taxes with features like ongoing tax-loss harvesting and tax transitions1

Dedicated Support

Get a dedicated support team that’s with you every step of the way

Navigator® PUMA

Sample Allocations

Navigator® Total Wealth Strategies (TWS)

Tailored Approach

Strategies tailored to investor risk profiles and
tax considerations

Streamlined Account

Fully diversified allocations in one streamlined account

Actively Managed

Actively managed by our experienced team of investment professionals

Dedicated Support

Get a dedicated support team that’s with you every step of the way

Navigator® TWS

Sample Allocations
Also available in a Tax Aware format.

Individual Strategies

Whether your clients seek growth, income, or protection, we have an entire suite of investment strategies designed to meet a wide range of investor goals.

Explore Strategies
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Personalized Income Planning

Income Navigator provides a personalized plan that connects your recommended investment allocation with your client’s future 
income needs.

Download a Sample Plan
Request a Complimentary Plan

Let’s navigate your future — together.

Contact us to learn how we can work together and help clients embrace the journey toward reaching their goals.
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1Investors should consult their personal tax, legal and accounting professionals before engaging in any transaction. Clark Capital does not represent in any manner that the tax consequences described will be obtained or that Clark Capital’s tax loss harvesting strategies, or any of its products and/or services, will result in any particular tax consequence. Past performance is not indicative of future results. The inaccuracy or incompleteness of any information provided may have a material effect on any information we may provide. This is not intended to be relied upon as forecast or research.
©2024 Clark Capital Management Group, Inc. All Rights Reserved.

One Liberty Place
53rd Floor
1650 Market Street 
Philadelphia, PA 19103

800.766.2264

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©2024 Clark Capital Management Group, Inc. All Rights Reserved.
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