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Douglas Clark

Chief Portfolio Strategist at Prime Advisors, Inc.
Overview
Relationships
Paths
Career History
Boards & Committees

Douglas Clark

Chief Portfolio Strategist at Prime Advisors, Inc.

Overview

Age
46 (Born 1971)
Board Seats
1
Number of Relationships
This person is connected to 77 people.

Relationships See Details


President, Chief Executive Officer, Board Member at Prime Advisors, Inc.

Chief Investment Officer at Prime Advisors, Inc.

Chief Investment Strategist at Prime Advisors, Inc.

Manager of Portland Municipal Bond Department at U.S. Bank

Director of the Board at Bentall Kennedy (US) LP

Board Member at Prime Advisors, Inc.

Chief Financial Officer, Chief Administrative Officer & Chief Compliance Officer at Prime Advisors, Inc.

Controller at Prime Advisors, Inc.

Systems Administrator at Prime Advisors, Inc.

Senior Vice President, Investment Accounting at Prime Advisors, Inc.
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Career History

Chief Portfolio Strategist
2005 - Current
Prime Advisors' investment approach seeks to generate after-tax income through crossover trading between taxable and tax-exempt securities, duration selection and after-tax yield pickup swap analysis. The firm's utilizes proprietary systems and dynamic financial analysis models to develop optimal investment strategies.Prime’s credit research process begins at the Investment Committee level. The Investment Committee sets broad risk parameters and mandates that are applied across all portfolios. Then, on the security level, Prime performs independent credit research for securities that they manage. Their credit research team performs bottom-up individual security analysis and must approve an issuer prior to purchase. This team works with the portfolio managers to determine relative value within the corporate bond market, but ultimately the portfolio managers determine if an issuer is appropriate for a client’s portfolio. In addition to conducting fundamental credit analysis, Prime strives to achieve their investment objectives by emphasizing high-quality issuers, diversification and liquidity among market leaders. ^

Boards & Committees

Corporate Boards ▾
Member, Board of Directors
Current
Prime Advisors' investment approach seeks to generate after-tax income through crossover trading between taxable and tax-exempt securities, duration selection and after-tax yield pickup swap analysis. The firm's utilizes proprietary systems and dynamic financial analysis models to develop optimal investment strategies.Prime’s credit research process begins at the Investment Committee level. The Investment Committee sets broad risk parameters and mandates that are applied across all portfolios. Then, on the security level, Prime performs independent credit research for securities that they manage. Their credit research team performs bottom-up individual security analysis and must approve an issuer prior to purchase. This team works with the portfolio managers to determine relative value within the corporate bond market, but ultimately the portfolio managers determine if an issuer is appropriate for a client’s portfolio. In addition to conducting fundamental credit analysis, Prime strives to achieve their investment objectives by emphasizing high-quality issuers, diversification and liquidity among market leaders. ^

Other Affiliations

Douglas Clark is affiliated with Prime Advisors, Inc., Prime Advisors, Inc..

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