Clark Capital Management Group, winner of the 2017 SMA Manager of the Year awards in the strategist category by Investment Advisor Magazine, believes in three things: diversification, an opportunistic approach, and a hyper focus on risk management. Clark Capital has a deep bench of 14 investment professionals that manage portfolio strategies across the firm. This group has on average more than 28 years of experience and more importantly over 15 years experience working together as a team.
South Coast has partnered with Clark Capital Management Group as a core asset manager providing institutional quality investment strategies for our clients on the AssetMark Platform. The firm was founded in 1986 by Harry Clark, Executive Chairman, and has been entrusted with over $7.7 billion** in assets.
This meeting will focus on two strategies Clark Capital employs to create alpha or excess returns within South Coast asset allocations: a covered call option strategy as well as ongoing tax loss harvesting. Covered calls are widely considered a conservative strategy designed to increase investment income. The strategy has the potential to generate profits in both a rising as well as a flat market while the portfolio may be cushioned against loss in a falling market. Tax loss harvesting enables the ability to deliver better outcomes by incrementally harvesting investment losses in order to offset gains and reduce ordinary income. Realized losses can offset gains and significantly reduce ordinary taxable income, resulting in a higher net after-tax return. These strategies are available through Clark Capital at no extra cost to the client.
Please RSVP to join us for lunch on Tuesday, August 1st.