Douglas Clark

Chief Portfolio Strategist at Prime Advisors, Inc.

Douglas Clark

Douglas Clark

Chief Portfolio Strategist at Prime Advisors, Inc.

Overview
RelSci Relationships

77

Number of Boards

1

Birthday

1971

Age

47

Relationships
RelSci Relationships are individuals Douglas Clark likely has professional access to. A relationship does not necessarily indicate a personal connection.

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

Relationship likelihood: Strong

Chief Investment Officer at Prime Advisors, Inc.

Relationship likelihood: Strong

Chief Investment Strategist at Prime Advisors, Inc.

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Director of the Board at Bentall Kennedy (US) LP

Relationship likelihood: Strong

Board Member at Prime Advisors, Inc.

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Controller at Prime Advisors, Inc.

Relationship likelihood: Strong

Systems Administrator at Prime Advisors, Inc.

Relationship likelihood: Strong

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

Relationship likelihood: Strong

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Douglas Clark
Chief Portfolio Strategist at Prime Advisors, Inc.
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
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.