Holiday Reflection: Our Year in Review

A Message from CEO, Brendan Clark

Celebrating 35 Years of Asset Management Excellence

December marks our 35th year as an organization, and we couldn’t have done it without the support and trust our advisor partners and clients have placed in the Clark Capital team. After three and half decades, our mission remains the same: to partner with elite financial advisors to deliver investment success. To our advisors and clients, we know how many asset managers you have to choose from. We are grateful that you have chosen to work with Clark Capital as your trusted partner. We look forward to what we can accomplish in the next 35 years together!

Clark Capital Cares

Not only are we passionate about the advisors and clients we serve, but we are also passionately committed to serving our community. This year, Clark Capital became a Gateway Champion Sponsor of MMI’s Gateway Foundation, whose mission is to welcome, prepare, and advance under-represented talent throughout the financial services industry. In 2021 we also became a founding and title sponsor for Philadelphia Financial Scholars, a nonprofit that aims to help Philadelphia high school students and their families take on systemic challenges and develop wealth-building tools through access to financial literacy and entrepreneurship education.

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.

Together, Again

Over the past 18 months, our employees have managed to stay connected while working remotely. This year, we were thankful for the opportunity to safely gather in person for our Mid-Year Town Hall Meeting and for a few outdoor golf outings. We also participated in holiday-themed virtual events and fitness challenges.

Here are a few photos from our year together.

Back-to-Back Asset Manager of the Year!

This year, we were incredibly grateful and honored to be recognized as Asset Manager of the Year (mid-size) for the second year in a row by Money Management Institute (MMI) and Barron’s. We want to extend a heartfelt thank you to our advisors and clients—without you, this honor would not be possible!

We are so appreciative of our exceptional employees who 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 2022.

Upcoming Webcast:

2022 Market Outlook

While we celebrate our accomplishments this past year, we are looking forward to 2022. Join us on Tuesday, January 11th at 4pm EST for our annual Market Outlook webcast hosted by Chief Investment Officer, Sean Clark.

January 11, 2022
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.