San Rafael, CA (PRWEB) May 29, 2012
EQIS Capital Management, Inc., one of the wealth management industry's leading providers of cloud-based turnkey asset management platforms, is pleased to announce that Clark Capital Management Group will now be available for inclusion in custom portfolios on the EQIS platform.
EQIS Capital today announced that Clark Capital's nationally-recognized Navigator portfolios are now available on its innovative platform along with dozens of other strategic, tactical and alternative money managers.
"We're thrilled to add Clark Capital to our platform", said EQIS CEO and Co-founder Scott Winters. "Clark's portfolios extend our advantage in the creation of custom-designed unified managed accounts that feature multiple managers, broad diversification and Alternatives. Advisors on our platform have been demanding Clark, and we're very pleased to provide such an outstanding manager to them."
"We are very excited about partnering with EQIS to offer our Global Balanced solutions. These portfolios combine two of Clark Capital's flagship products offering opportunistic fixed income complemented with global hedged equity to control risk across multiple asset classes, which improves the client experience. EQIS's front-end technology is extremely robust and rep-friendly, which will help Clark Capital penetrate deeper into the rep-directed market", said Brendan Clark, President of Clark Capital Management Group.
Clark Capital Management Group will have four professionally-managed, diversified accounts based on the Navigator platform, which allows advisors to easily identify a portfolio appropriate to their risk level and investment goals. From lowest risk to highest, the portfolios include the following equity/fixed income blends:
Navigator Global Balanced 20/80 Hedged
Navigator Global Balanced 40/60 Hedged
Navigator Global Balanced 60/40 Hedged
Navigator Global Balanced 80/20 Hedged
Clark employs a global equity approach designed to deliver excess alpha over a full market cycle (measured against the MSCI World Index and the S&P 500). In addition, Clark's portfolio managers attempt to insulate investors from market declines through an allocation to volatility. Portfolio construction utilizes a disciplined, quantitative relative strength research process that targets opportunistic equity exposure in three areas: U.S. market capitalizations and styles, S&P industry sectors and sub-groups and international markets (developed, emerging and frontier).
EQIS's mission is to reinvent the wealth management industry with one powerful, integrated platform designed to maximize advisor productivity while giving them maximum flexibility in the creation of portfolios to meet the unique needs of their clients.
Dave O'Rourke, Senior Vice President, Marketing
EQIS Institutional, Inc.
800-949-9936 x 735
The information contained Herein is believed to be reliable but is neither guaranteed by EQIS Institutional nor any affiliated EQIS companies. The information is intended for the exclusive use of licensed investment professionals. This is not a solicitation to buy or sell securities. Contents include Scott Winters' and Brendan Clark's opinions. Content regarding Clark Capital obtained from Clark Capital Management Group's Website and not ascertained by EQIS.