Clark Capital is an investment advisor managing assets since 1986. They offer services through wrap fee programs, registered investment companies (Navigator Mutual Funds), and a turnkey asset management program (TAMP). Clark Capital's investment philosophy focuses on adding value for clients by generating competitive risk-adjusted returns over market cycles, emphasizing risk management and a long-term perspective. They offer investment solutions to individuals, businesses, institutions, and financial services firms, customizing portfolios to meet client objectives.
Fee Structure
Clark Capital manages investments through wrap fee programs, where fees are a percentage of your portfolio. The exact percentage paid to Clark Capital is negotiated with the program sponsor, ranging from 0% to 0.50%. These fees vary based on factors like negotiations, account size, investment strategy, and services provided. The total fee covers investment advice, portfolio allocations, client consultation, custodial, clearing, and brokerage services. Some strategies invest in Navigator Mutual Funds, which have their own management fees.