Holiday Reflection: Our Year in Review

Together, Again

This year, we returned to our home office in Philadelphia, and it’s been great to see our colleagues come together again. We’ve also gotten a chance to host many of our partner advisors in our home office and to see many of you at industry conferences and events again.
After two years of being remote, we were excited to resume our summer internship program in person. This summer, we hosted 12 interns from different universities across the country including Villanova University, the University of Miami, Elon University, and Washington University. It was a great summer filled with collaboration, learning, and mentorship.

Clark Capital’s 2022 summer interns at our home office in Philadelphia, PA.

Helping Advisors and Clients Navigate Market Volatility

Throughout the year, we continued to support advisors and their clients as they navigated heightened market volatility. If you’re not already receiving our latest insights and up-to-the-minute market commentary, make sure you subscribe to our blog. Here are some other great ways you can stay connected:

Live From Philly Webcasts

Clark Capital continues to bring our advisor partners content from all corners of the financial services industry. From market insights to behavioral finance concepts, our Live From Philly series is designed to provide advisors with the tools and resources they need to grow and retain their high net worth business.

You can register for our upcoming Live From Philly webcasts on our Navigator Insights blog. Make sure you tune in to our webcasts early—you don’t want to miss our live music featuring Phil Selesnick on the piano!

BeFi Bootcamp

During the year, we launched Behavioral Finance (BeFi) Bootcamp, which was designed exclusively for Clark Capital’s elite partner advisors. Enrollment in the BeFi Bootcamp program included 3 one-hour live sessions with the experts at Shaping Wealth.

This award-winning* webinar series was designed to help advisors apply behavioral finance in a way that can help transform investors’ financial journey and inspire a deeper understanding of money’s role in a fulfilling life.

If you’re interested in learning more about behavioral finance and the Shaping Wealth team, contact your Investment Consultant. You can also watch our Live From Philly webcast replays from 2022 featuring Brian Portnoy and Neil Bage, Co-Founders of Shaping Wealth:

  • Click here to watch Brian’s webcast, “Storytelling as a Superpower for the Modern Advisor”
  • Click here to watch Neil’s webcast, “Building Better Financial Plans with Future Self Thinking”

New Videos: Office Hours

In this new video series, Head of Client Portfolio Management Glenn Dorsey answers advisors’ most frequently asked questions. From inflation to mid-term elections, you can view Glenn’s Office Hours videos on demand to help support your client conversations.

Register for Our 2023 Market Outlook

Join us on January 10th at 4:00 p.m. EST for Clark Capital’s 2023 Market Outlook featuring Chief Investment Officer Sean Clark. This webcast is also approved for one hour of CFP® CE credit.

It’s a Three-Peat!

We are incredibly honored to be recognized as Asset Manager of the Year (mid-size) for the third year in a row by the Money Management Institute (MMI) and Barron’s. We also were honored to receive the award for Distribution Excellence for a second time. We want to extend a heartfelt thank you to our advisor partners and clients—without you, this honor would not be possible!

Clark Capital was honored to receive Asset Manager of the Year (mid-size) for the third year in a row and Distribution Excellence at the 2022 Barron’s/MMI Industry Award.

We’re proud to continue our support of MANNA (Metropolitan Area Neighborhood Nutrition Alliance), an organization dedicated to providing nourishing meals for those battling critical illness in the Philadelphia area.

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. In 2022, Clark Capital employees generously donated to over 45 different charities, guided by employee and partner input. We encourage you to learn more about the charities we support by visiting our giving page.

Wishing You a Happy and Healthy New Year

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 are so appreciative of our exceptional employees for their hard work and dedication to the advisors and investors we serve.

We hope you enjoy these holiday classics from our Live From Philly “house band” Phil Selesnick. From all of us at Clark Capital Management Group, we wish you and your families a happy and healthy New Year in 2023.

Important Disclosures
The Gramercy Institute Content Marketing Awards were established to recognize excellence & achievement in Financial Content Marketing. Judging was carried out by a panel of financial services marketing leaders from the world’s top financial, media and marketing brands. These awards are not indicative of Clark Capital’s future performance nor may it be representative of any one client’s experience.

About the MMI/Barron’s Industry Awards Program:
Nominations were reviewed and evaluated by a specially appointed MMI Industry Awards Steering Council and the MMI Membership Experience Committee (MEC). The council and committee members represent all segments of the MMI membership—asset managers, wealth managers and solutions providers. The Steering Council and MEC reviewed the nominations based on:

  • Level of innovation and forward-thinking
  • Potential to effect noticeable change in the investment advisory industry
  • Advancement of existing investment advisory practices and protocols
  • Potential to deliver improved outcomes for financial advisors and investors

After carefully reviewing the nominations submitted, the Steering Council and MEC determined a slate of finalists in each award category. The primary contacts at each of MMI’s 218 members firms were eligible to vote to determine the winners in each category.

MMI/Barron’s does not receive compensation from the participating firms in exchange for the award and Clark Capital did not pay a fee to MMI/Barron’s in exchange for its receipt of the award. These awards are not indicative of Clark Capital’s future performance nor may it be representative of any one client’s experience.

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.

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.