Model Portfolio & SMA Strategists Showcase - Flipbook - Page 57
SMAs & MODEL PORTFOLIOS
Clark Capital Management Group
1650 Market St, Fl 53, Philadelphia, PA 19103 • www.ccmg.com
For over 40 years, Clark Capital has provided
traditional and innovative investment strategies
with a common goal: to help you deliver great
outcomes for your clients.
CLARK CAPITAL
MANAGEMENT
GROUP
Brendan Clark, CFA®
Chief Executive Officer
Clark Capital has a deep focus
on providing high-quality
investments. But today’s high net
worth investors are looking for
something beyond investment
performance alone. They also
want holistic wealth planning.
Clark Capital supports advisors
with comprehensive high net
worth services and strategies
through a true partnership model
built to serve investors at every
stage of their lifecycle.
Our concierge-level portfolio
services help advisors
demonstrate their value and
spend more time with clients.
Our Client Portfolio Management
team of CFA® Charterholders
works alongside portfolio
managers and investment
consultants to help advisors
clearly articulate their investment
expertise.
Analysts, coordinators, and
tax transition specialists back
our client portfolio managers,
enabling the creation and
ongoing management of highly
customized portfolios while
providing a white-glove client
experience. In addition, our
Advanced Wealth Planning team
delivers specialized services,
like trust and estate planning
and business and succession
planning, for the most complex
needs of high net worth
investors.
Our investment process utilizes two engines that
seek to provide superior risk-adjusted returns
across fixed income, equities, and alternatives:
a quantitative, top-down, relative strength
methodology and a fundamental, bottom-up
methodology. We believe diversification of
methodologies helps drive portfolios toward
opportunity and away from undue risk.
OUR INVESTMENT PHILOSOPHY
Whether your clients seek growth, income, or
protection, we collaborate with you to create the
right portfolio for each investor’s unique needs.
Our disciplined and research-driven investment
philosophy is grounded in three core principles:
Meaningful diversification
We incorporate multiple global asset classes
and methodologies into portfolios aligned to the
client’s life goals.
Opportunistic asset allocation
We utilize an active approach to take advantage
of growth opportunities in a rapidly changing
global marketplace.
Risk management
We help clients remain committed to reaching
their long-term goals, regardless of the ups and
downs of the markets.
Institutional-quality strategies built to help
advisors deliver better outcomes to their clients
Clark Capital provides advisors with investment strategies that can help clients stay on
track to reach their long-term goals. Clark Capital provides custom multi-asset-class
solutions, proprietary model portfolios, and ’40-Act mutual funds to financial advisors
and their 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.
TICKER NAME
MINIMUM
FEES
N/A
NAVIGATOR® TOTAL
WEALTH STRATEGIES (TWS)
$500,000
VARIES BY PLATFORM
N/A
NAVIGATOR® LARGE
CAP GROWTH
$50,000
VARIES BY PLATFORM
N/A
NAVIGATOR® INTERNATIONAL $50,000
EQUITY/ADR
VARIES BY PLATFORM
N/A
NAVIGATOR® HIGH
DIVIDEND EQUITY
$50,000
VARIES BY PLATFORM
N/A
NAVIGATOR® TAXABLE
FIXED INCOME
$250,000
VARIES BY PLATFORM
Disclosures
Clark Capital Management Group, Inc., is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended.
Registration does not imply a certain level of skill or training. More information about Clark Capital, including investment strategies, fees and objectives, can
be found in its Form ADV and/or Form CRS, which are available upon request.
Past performance does not guarantee future results. All investing involves risk, including the loss of principal.
This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment
strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any
particular investor or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances
and in consultation with a financial professional. Client account values will fluctuate and may be worth more or less than the amount invested. Clients
should not rely solely on this performance or any other performance illustrations when making investment decisions.
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