A Commitment to Asset Management Excellence

We are driven by a single-minded focus: to provide disciplined, consistent and reliable investment strategies to help clients reach their long-term goals. We partner with elite financial advisors and their clients to create personalized investment plans that are aligned with their financial plans.

Our Strategies

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Fleet of Navigator
Investment Solutions

Our People

An Experienced and
Dedicated Team of
Investment Professionals

Our Insights

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Our goal is to help clients remain committed to their investment plan regardless of whether markets go up or down through our:

Experience.

Our Portfolio Managers have extensive industry experience, delivering what we believe are the best investment opportunities in today’s markets.

Discipline.

Using a combination of fundamental and quantitative research, our disciplined investment approach is unemotional and repeatable.

Partnership.

We offer a true partnership to advisors and their clients, taking the time to listen, learn, and help investors achieve their unique goals.

Background

An independent asset management firm specializing in customized strategies for high net worth investors.

1986

Firm Founded

3 Decades

Serving Financial Advisors & Their Clients

Phila., PA

Corporate Headquarters

Clark Capital has been recognized as Asset Manager of the Year (AUM between $10-$50 billion) in November 2021 and in October 2020. Nominations for the awards are reviewed and evaluated by the specially-appointed MMI Industry Awards Steering Council and by the MMI Membership Experience Committee (MEC). The Steering Council and MEC consist of representatives from all segments of the MMI membership. At their sole discretion, the Steering Council and MEC may enlist the support of outside subject matter experts to help review the nominations. The Steering Council and MEC will look for innovative, needle-moving programs and initiatives that measurably advance the investment advisory solutions industry and deliver improved outcomes for financial advisors and investors. After carefully reviewing the nominations submitted, the Steering Council and MEC will determine a slate of finalists in each award category. If appropriate, in certain “open” award categories, the Steering Council and MEC may elect to propose separate slates of finalists representing Asset Managers, Wealth Managers, Solutions Providers, etc. Award winners were determined by a vote of primary contacts at each member firm. These individuals received an online ballot to cast their votes among the finalists.