Navigator PUMA®

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Navigator® Personalized UMA is available exclusively at AssetMark

Design Investment Strategies
as Unique as Your Clients

Navigator PUMA®

The Personalized UMA

Collaborative Portfolio Construction to Help You Navigate Your Clients’ Future.

 

Complete Personalization

A Unified Managed Account Customized for Every Client

With Navigator PUMA®, you can completely customize the allocation, helping ensure that every investor’s portfolio is comprehensively focused on their needs.

Customized Asset & Strategy Allocation

Individual Stock and Bonds

Customized Tax Management

Tax Transition Strategies

Tax Loss Selling

State Tax Preference for Municipal Bonds

Concentrated Holdings Management

Covered Call Writing

Simplified Reporting

Multiple Strategies in a Single Account

One Quarterly Household Statement

Dedicated Support Team

Regional Investment Consultant

Direct Access to Portfolio Managers

Personalized Portfolio Management:

A Client-First Approach

We believe a client-first approach to portfolio management can help clients remain committed to their investment strategies in order to reach their long-term goals. Every client is unique, and Clark Capital’s integrative process helps ensure that all of the client’s needs are addressed.

Investment Strategies

Diverse individual investment strategies to help you build the right portfolio for every client.

This is not a recommendation to buy or sell a security or to adopt a particular investment strategy.

Why Case Design?

The purpose of case design is to help clients successfully reach their goals.

Every client is unique, and Clark Capital’s collaborative process helps ensure your ­client’s investment plan fully supports their overall financial plan.

LEARN MORE ABOUT CASE DESIGN

Clark Capital helps you navigate your clients’ financial future.

A highly collaborative and consultative process can help you provide a better client experience. We provide you with the following tools to help navigate the future for clients:

World-Class Investment Capability

Case Design

Income Planning

Personal Benchmarks

Advanced PUMA®
Technology

Asset Location
and Tax Management

Tax Transition
Strategies

Navigator® Personalized UMA Sample Allocations

PUMA® offers a highly collaborative and consultative process that incorporates client-specific case design, personal benchmarks, income planning and more.

This is not a recommendation to buy or sell a security or to adopt a particular investment strategy. The visuals are shown for illustrative purposes only and attributions could change significantly based on information about an investors objectives, time horizon and risk tolerance is learned. The actual characteristics with respect to any particular account will vary based on a number of factors including but not limited to: (i) the size of the account; (ii) investment restrictions applicable to the account, if any; and (iii) market exigencies at the time of investment. Clark Capital reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. The investment strategy or strategies may not be suitable for all investors. Investors must make their own decisions based on their specific investment objectives and financial circumstances.