Built for the journey. Designed for the destination.
We believe investors are best served through a diverse selection of asset classes and investment approaches that align with their goals.
Meaningful Diversification
Incorporating multiple global asset classes and methodologies into a portfolio that is aligned with client goals.
Opportunistic Asset Allocation
Utilizing an active approach to asset allocation that allows us to take advantage of growth opportunities in a rapidly changing global marketplace.
Risk Management
Implementing personalized risk management to help clients remain committed to reaching their long-term goals, regardless of the ups and downs of the markets.
A unique approach for achieving meaningful diversification.
In addition to diversification through asset allocation, we utilize two distinct methodologies that give clients the potential for a strong portfolio core paired with the ability to take advantage of meaningful opportunities along the way.
Top-down quantitative strategies
A strategic approach to opportunity and risk.
Bottom-up fundamental strategies
An active approach to investment decisions.
Portfolio managers utilize an active approach to individual security selection. Each stock and bond is carefully analyzed by our team of investment professionals and handpicked for each portfolio.
Specialists in personalized investing for over 15 years — because every client deserves an investment journey tailored to their life.
Our Navigator® Personalized Unified Managed Account and Navigator® Total Wealth Strategies offer a unique and comprehensive approach to delivering a tailored investment experience to clients.
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.
A highly invested team of experts behind you.
23
Team of analysts, strategists, and portfolio managers2
23.7
Average years of industry experience2
11.1
Average years with Clark Capital2
Meet Our Team Members
K. SeanClark
EVP, Chief Investment Officer
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1 The manager utilizes a proprietary investment model to assist with the construction of the strategy and to assist the manager with making investment decisions. Investments selected using this process may perform differently than expected as a result of factors used in the model, the weight placed on each factor, and changes from the factors’ historical trends. There is no guarantee that Clark Capital’s use of a model will result in effective investment decisions.
2 As of 9/30/2024.
