Holiday Reflection: Our Year in Review
Home Sweet Home Office
This year marked an exciting chapter in our journey as we underwent a complete renovation and expansion of our home office in Philadelphia. This new space is a testament to our commitment to providing our advisors, clients, and employees with an even more exceptional and collaborative environment.
In December, we welcomed our first group of partner advisors for Due Diligence meetings, and we can’t wait to host more of you in our new space in 2024.
Inspiring the Next Generation of the Financial Services Industry
This summer, we welcomed a dynamic group of 11 interns hailing from colleges nationwide, each bringing a distinct set of skills and experiences to our program. Throughout the internship, they gained an in-depth perspective on the financial services industry while also dedicating their time to impactful community service initiatives at local nonprofits such as MANNA and Philly House.
An exciting highlight of their summer was attending Clark Capital’s Summer Town Hall, a gathering that brought our entire firm together. It was an invaluable opportunity for networking, catching up, and staying informed about important firm updates.
We hope that this experience empowered the students to focus on their passions and take significant strides toward realizing their career aspirations. With the success of this program fresh in our minds, we are looking forward to welcoming a new group of interns this upcoming summer.
Empowering Advisors and Clients with Advanced Wealth Planning
In June, we introduced new advanced wealth planning services, offered complimentary to client households exceeding $10 million.
This comprehensive suite of advanced planning strategies includes trust and estate planning, strategic tax management, concentrated position planning, philanthropic planning, business succession planning, and equity compensation planning.
Our Senior Wealth Planner, Patrick Schultz, J.D., CEPA®, has been busy meeting with advisors and clients across the country to share more information about these new services. In case you missed it, Patrick’s webcast on the Top 5 Estate Planning Mistakes is available on demand.
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 2023, Clark Capital employees generously donated to over 35 different charities, guided by employee and partner input. We encourage you to learn more about the charities we support by visiting our giving page.
Staying Connected
Throughout the year, we continued to support advisors and their clients as they navigated economic headwinds and changing market conditions. 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:
Office Hours
In this series of short videos, Head of Client Portfolio Management Glenn Dorsey answers advisors’ most frequently asked questions. From the labor market to current events, you can view Glenn’s Office Hours videos on demand to help support your client conversations.
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!
Register for Our
2024 Market Outlook
Join us on January 9th at 4:00 p.m. EST for Clark Capital’s 2024 Market Outlook featuring Chief Investment Officer Sean Clark. This webcast is also approved for one hour of CFP® CE credit.
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 2024.
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.
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.
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