Investing with us is just the beginning of our investment in you.
From the support of our Client Portfolio Management Team and Investment Consultants to insights on tax management and wealth planning, we’re with you every step of the way.
The Client Portfolio Management Team — dedicated support for advisors and their clients
A dedicated team of experts who care as much about your clients as you do
Comprehensive capabilities with advanced planning strategies
Portfolio reviews, analysis, and ongoing monitoring to help ensure alignment with client goals
Deeper relationships and growth with thorough business analysis and book reviews
Client portfolio managers are supported by a team of analysts, coordinators, and tax transition specialists to help you design highly customized portfolios and provide a white glove client experience.
Consultation
Create personalized recommendations with customized, easy-to-understand client proposals.
Portfolio Analysis
Identify opportunities through risk analysis of current holdings and bond diagnostics.
Onboarding Support
Seamlessly transition clients by discussing key findings and implement personalized recommendations.
Tax Management
Manage taxes utilizing strategies that help clients keep more of what they earn.
Comprehensive Portfolio Monitoring & Reviews
Optimize progress through ongoing portfolio monitoring and reviews to maintain alignment with client goals.
Ongoing Insight
Stay informed through calls, quarterly reviews, and commentaries focused on the latest market news and updates.
Comprehensive expertise and solutions for high net worth investors
Wealth Planning Services
Tax Management
Taxes impact investors — reducing returns and limiting retirement spending power.
That’s why we continually work to find ways to help clients manage their tax liability.
Personalized tax transition plans that seek to thoughtfully reinvest assets into the right long-term strategy.
Utilizing individual stocks and bonds whenever possible to help keep costs low and mitigate embedded capital gains.
Tax-exempt municipal bond strategies may be an efficient way for investors in higher tax states to shield their taxable income.
Planning for asset location across household accounts may help generate higher after-tax returns.
Tax-loss harvesting has helped our clients earn an average of 1.04% of added annual returns over a 3-year period.1
High Net Worth Solutions
Meet Our Team Members
GlennDorsey
SVP, Head of Client Portfolio Management
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1 Tax loss harvesting is a strategy of selling securities at a loss to offset a capital gains tax liability. It is typically used to limit the recognition of short- term capital gains, which are normally taxed at higher federal income tax rates than long-term capital gains, though it is also used for long-term capital gains. The tax-loss data presented is based on internal research of existing Clark Capital taxable accounts over $1 million that were invested in at least 80% equities from 12/31/15 to 12/31/18. Any accounts funded after 12/31/15 were excluded from the study. The study assumed a tax rate of 20% for long term, 39.6% for short term for 2016 and 2017, and 37% for short term for 2018. Added annual returns were calculated by dividing the amount in taxes saved each year by the average beginning market value plus ending market value. Past performance is not indicative of future results. The benefits of tax loss harvesting, if any, in reducing an investor’s tax liability will depend on the investor’s entire tax and investment circumstances, including but not limited to: income, state of residence, the purchases and dispositions of assets in household accounts outside of Clark Capital, type of investment, and investment holding period. Investors should confer with their personal tax advisor regarding the tax consequences of investing with Clark Capital. Clark Capital does not represent in any manner that the tax consequences described herein 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.