Glenn Dorsey On Clark Capital As Outsourced CIO For Advisors

Glenn Dorsey, Senior Vice President of Clark Capital Management Group, recently spoke with Julie Cooling, Founder and CEO of RIA Channel, about working with advisors with their outsourced CIO service, ETF model management, and personalized managed accounts.

Clark Capital is an independent firm that was founded over 30 years ago. They currently manage $11 billion in assets, and they’re based in Philadelphia.

Dorsey discusses what their clients are most concerned about right now, opportunities in the market, and their long term strategic plans for growth in working with financial advisors.

This video was filmed in April 2018. The opinions expressed are those of the Clark Capital Management Investment Team. The opinions referenced are as of the date of publication and are subject to change without notice. This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector. Forward-looking statements cannot be not guaranteed. Clark Capital reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional. Clark Capital Management Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Clark Capital’s investment advisory services can be found in its Form ADV Part 2, which is available upon request. CCM-1046

SHARE