Investing with us is just the beginning of our investment in you.

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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

Our team of CFA® Charterholders works side-by-side with portfolio managers and investment consultants to help you clearly communicate the investment expertise you provide to your high net worth 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

Highly specialized services to meet even the most complex needs of ultra high net worth investors.
Smiling man giving a young girl a piggyback ride by the water.

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

Strategies, services and support starting at $500,000 of investable assets.

Meet Our Team Members

GlennDorsey

SVP, Head of Client Portfolio Management

Glenn Dorsey is the Senior Vice President and Head of Client Portfolio Management for Clark Capital Management Group.
Hobbies and Passions
I have been trying to learn French for the last 2 years on Duolingo
Hidden Talents
I was the general contractor and did the framing when we did a major house renovation
Favorite Musician/Band
I am a big country music fan

Latest Insights from the
Client Portfolio Management Team

Uncategorized
Uncategorized

Holiday Reflection: Our Year in Review

December 23, 2024

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Market Updates
Market Updates

Market Update — Rate Cut Disappointment!

December 19, 2024
As expected, the Federal Reserve cut the overnight lending rate by 0.25% yesterday.

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Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, November 2024

December 11, 2024
Post the U.S. presidential election, U.S. equities experienced their strongest month of the year and are on track to deliver the strongest annual performance for the S&P 500 in 25 years, with investor sentiment at the upper end of the historical range. Momentum continues to lead across market caps as investors focus on quality companies with strong margins and profitability.

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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.