Holiday Reflection: Our Year in Review

A Message from CEO, Brendan Clark

We have a saying at Clark Capital that asset management is a team sport, and our employees have embodied that saying this year more than ever before. Despite the many personal and professional challenges we’ve faced, our employees rallied together to support our advisors, their clients, and each other during these difficult times.

This year, we were incredibly grateful and honored to be recognized for our dedication to advisors by the Money Management Institute and Barron’s as Asset Manager of the Year (mid-size firm) and for Distribution Excellence. We want to take this time to extend a heartfelt thank you to our advisors for their continued support—without you, this honor would not be possible!

Zoom Toast Resized

Clark Capital employees celebrate being recognized by the Money Management Institute and Barron’s for Asset Manager of the Year and for Distribution Excellence.

Clark Capital Cares

Not only are we passionate about serving our advisors and clients, but we are also passionately committed to serving our community. This year, the Clark Capital family showed just how much they care about two major issues facing our country.

To benefit the Philadelphia community and assist those impacted by the pandemic, our employees raised over $27k to benefit the PHL COVID-19 Relief Fund. In support of equality and social justice, our employees raised over $32k to benefit the Gateway to Leadership Foundation, directly addressing the lack of educational resources and career opportunities among underserved communities.

In addition to these two important charities, each month, employees identify a charity to support, and contributions are matched by the firm. We encourage you to learn more about the charities we support by visiting our giving page.

Staying Connected, Together

What has been remarkable over the past year is how our employees have managed to stay connected while working remotely—often in conjunction with taking care of children and loved ones, or while managing remote learning. Here are just a few of the fun ways we’ve managed to stay connected while being apart:

  • Monthly video calls with all employees
  • Delivering stay at home care packages
  • Virtual happy hours
  • Fitness challenges
  • A socially distanced golf outing
  • Holiday themed contests like pumpkin carving

We look forward to a day in the near future when we can return to our home office here in Philadelphia, PA. But until then, our employees continue to persevere, embodying our culture of care, and caring for each other and the advisors and investors we serve.

From all of us at Clark Capital Management Group, we wish you and your families a happy and healthy New Year in 2021. Together, we will emerge from this difficult period stronger than ever!

Upcoming Webcast:

2021 Market Outlook

While we celebrate our accomplishments this past year, we are looking forward to 2021. Join us on Thursday, January 7th at 4pm EST for our annual Market Outlook webcast hosted by Chief Investment Officer, Sean Clark.

January 7, 2021
4:00 PM EST

Important Disclosures The views expressed are those of the author(s) and do not necessarily reflect the views of Clark Capital Management Group. The opinions referenced are as of the date of publication and are subject to change. There is no guarantee of the future performance of any Clark Capital investments portfolio. Material presented has been derived from sources considered to be reliable, but the accuracy and completeness cannot be guaranteed. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy or strategies.

MMI/Barron’s Industry Awards: 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.

Clark Capital Management Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Regis­tration does not imply a certain level of skill or training. More information about Clark Capital’s advisory services and fees can be found in its Form ADV which is available upon request.