The Importance of Client Portfolio Management with Clark Capital’s Glenn Dorsey

In today’s episode, Rusty and Robyn talk with Glenn Dorsey, head of client portfolio management at Clark Capital Management Group.
By the time he was 10, Glenn already had a deep fascination with the market and was trading stocks. In college, he double-majored in accounting and finance and got his CFA and CAIA designations. Glenn has been offering his expertise in portfolio management to well-known firms for more than three decades, putting Clark Capital’s client advisor service on an explosive growth trajectory.
Glenn talks with Rusty and Robyn about the impact of COVID resurgence and the effects of inflation and government debt on investment decisions.
"It’s like an analogy for turbulence. Would it be surprising if you need to put your seatbelt on for a little bit? No, not really. Is it something that we need to make major changes in the portfolio for? No, not really. Let's just be aware that all of the flights won't be 100 percent smooth all the time." ~ Glenn Dorsey

Main Takeaways 

Communication is the key to achieving high performance in an investment firm. Partners and financial advisors need to rally around the goal of delivering excellent results for clients.

Advisors need to be observant of national and local pandemic mandates. The unknown nature of the pandemic makes open communication and ongoing education even more important. 

Regardless of the inflation measure you’re looking at, it’s better to be invested and actively managing your portfolio than to hold back. 

Most portfolios are balanced between areas that benefit from an economic reopening and those that benefit from work-from-home culture.

Links

Glenn Dorsey on LinkedIn

Clark Capital Management Group

The Only Way I Know by Jason Aldean

Mitchell Hutchins

Paine Webber

FICO

Federal Reserve

Bitcoin

Danny Meyer

Psychology of Money by Morgan Housel

Setting the Table by Danny Meyer

Finding Mastery Podcast

The Tim Ferriss Show

Connect with our hosts

Rusty Vanneman

Robyn Murray

Subscribe and stay in touch

Apple Podcasts

Spotify

Google Podcasts

2368-OAS-8/24/2021

In today’s episode, Rusty and Robyn talk with Glenn Dorsey, head of client portfolio management at Clark Capital Management Group.

By the time he was 10, Glenn already had a deep fascination with the market and was trading stocks. In college, he double-majored in accounting and finance and got his CFA and CAIA designations. Glenn has been offering his expertise in portfolio management to well-known firms for more than three decades, putting Clark Capital’s client advisor service on an explosive growth trajectory.

Glenn talks with Rusty and Robyn about the impact of COVID resurgence and the effects of inflation and government debt on investment decisions.

"It’s like an analogy for turbulence. Would it be surprising if you need to put your seatbelt on for a little bit? No, not really. Is it something that we need to make major changes in the portfolio for? No, not really. Let's just be aware that all of the flights won't be 100 percent smooth all the time." ~ Glenn Dorsey

Main Takeaways 

Communication is the key to achieving high performance in an investment firm. Partners and financial advisors need to rally around the goal of delivering excellent results for clients.
Advisors need to be observant of national and local pandemic mandates. The unknown nature of the pandemic makes open communication and ongoing education even more important. 
Regardless of the inflation measure you’re looking at, it’s better to be invested and actively managing your portfolio than to hold back. 
Most portfolios are balanced between areas that benefit from an economic reopening and those that benefit from work-from-home culture.

Links

Glenn Dorsey on LinkedIn
Clark Capital Management Group
The Only Way I Know by Jason Aldean
Mitchell Hutchins
Paine Webber
FICO
Federal Reserve
Bitcoin
Danny Meyer
Psychology of Money by Morgan Housel
Setting the Table by Danny Meyer
Finding Mastery Podcast
The Tim Ferriss Show

Connect with our hosts

Rusty Vanneman
Robyn Murray

Subscribe and stay in touch

Apple Podcasts
Spotify
Google Podcasts

2368-OAS-8/24/2021