Our Story

Clark Capital Management Group is a 100% family-and-employee-owned investment management firm based in Philadelphia, PA.

Together with elite financial advisors, we are dedicated to providing investment strategies designed to help high net worth investors achieve their goals.

A history of helping elite financial advisors and their clients


We recognize that life is a journey, and we are committed to helping investors move toward their life goals confidently.

Clark Capital partners with financial advisors to deliver investment strategies that are aligned with their financial plans for their clients.

As an independent asset manager, we offer a true partnership to financial advisors and their clients. We believe that a collaborative approach to portfolio construction helps ensure that clients achieve their desired outcomes.

Our diversified suite of investment strategies is designed to address a full range of investor goals: growth, income, and capital preservation.


Our People

The strategies we offer are only one part of our story, and we believe the key to success is the people involved.

Our team is dedicated to providing innovative investment strategies with a common goal: to help deliver consistent, long-term investment performance.

“Asset management
is a team sport.”

Brendan Clark, CFA®,
Chief Executive Officer

Putting Clients First

We believe putting clients at the center of portfolio construction can help investors remain committed to their financial plan so they can reach their long-term goals.

Our Client Portfolio Management Team works together with clients and their financial advisors to understand each client’s life goals and creates personalized portfolios, tax plans and income plans tailored to their objectives.


A Culture of Care

Clark Capital’s culture is driven by our family and employee-owned atmosphere.

Our culture of care strives to make positive impacts, with the goal of leaving behind a business legacy that extends beyond investment returns.

A Commitment to Asset Management Excellence

Clark Capital is honored to be recognized by leading industry publications and institutions for our dedication to serving advisors and their clients.

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.

Envestnet, Inc. (NYSE:ENV) and Investment Advisor magazine selected finalists for the 13th Annual Separately Managed Account (SMA) Manager and Strategist of the Year Awards using Envestnet|PMC’s proprietary, systematic, and multi-factor methodology for evaluating managers. This framework takes a variety of qualitative and quantitative criteria in to consideration, such as investment process and style, performance, firm profile, customer service, and tax efficiency. To qualify for an SMA Manager and Strategist of the Year Award, a manager’s team must have at least three years of experience running a strategy with $200 million or more in assets. A manager’s product is also required to be reported through Envestnet|PMC’s Premium Research solutions, which includes more than 54,000 advisors and 2,500 companies including: U.S. banks, wealth management and brokerage firms, Registered Investment Advisers, and Internet services companies.

The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns; they do not reflect any management fees, transaction cost or expenses. PSN Top Guns investment managers must claim that they are GIPs compliant. Mutual fund and commingled fund products are not included in the universe. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. Moreover, products must have returns greater than the style benchmark for the latest 10-year period and also Standard Deviation less than the style benchmark for the latest ten year period and also Standard Deviation less than the style benchmark for the latest ten year period. At this point, the top ten performers for the latest 10-year period become the PSN Top Guns of the Decade. The complete list of PSN Top Guns and an overview of the methodology is available at informais.com/resources/psn-top-guns. Top Guns Manager of the Decade is a recognition from Informa Investment Solutions PSN, an independent, national money manager database. This designation may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, the experiences of Mr. Soslow’s GCM clients. This information does not reflect the experience of clients of Clark Capital Management Group, Inc. and is not indicative of future performance. For the periods when the designation was made, the recognition was for the GCM All Cap Core (2011) and International/ADR (2017) strategies managed by Mr. Soslow. Though the strategies were in the top ten, they were not ranked first in the top ten categories for each period.

About the Navigator® Tactical Fixed Income Fund

Awards and rankings are only one form of performance measurement. For current performance information, please call toll free 800.766.2264 or visit www.navigatorfund.com/tf/index.asp.

An investment in the Tactical Fixed Income Fund (the “Fund”) is subject to risks, and you could lose money on your investment. There can be no assurance that the Fund will achieve its investment objective. Past performance is no guarantee of future results.

Lower-quality bonds, known as high-yield bonds or “junk bonds,” present a significant risk for loss of principal and interest. These bonds offer the potential for higher return, but also involve greater risk than bonds of higher quality. The lower the credit rating of a security, the greater the risk is that the issuer will default on its obligation. The value of the Fund’s investments in fixed income securities and derivatives will fluctuate with changes in interest rates. Typically, a rise in interest rates causes a decline in the value of fixed income securities and derivatives owned by the Fund.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 800.766.2264. The prospectus should be read carefully before investing. The Fund is distributed by Northern Lights Distributors, LLC, member FINRA/SIPC.

Clark Capital Management Group, Inc. and Northern Lights Distributors, LLC are not affiliated.

Clark Capital Management Group, Inc. (Clark Capital) is an investment advisor registered with the United States Securities and Exchange Commission under the Investment Advisors Act of 1940, as amended. Registration does not imply a certain level of skill or training. Clark Capital is a closely held, mostly employee owned C Corporation with all significant owners currently employed by the firm in key management capacities. The firm specializes in managing equity and fixed income portfolios for individuals and institutions. More information about Clark Capital’s advisory services and fees can be found in its Form ADV which is available upon request.

Past performance is not indicative of future results. The ranking shown above is not indicative of the adviser’s future performance and may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, the experiences of the adviser’s clients.

The Thomson Reuters Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. For more information, see lipperalpha.financial.thomsonreuters.com/lipper Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.

Awards and rankings are only one form of performance measurement.

The Philadelphia Business Journal Best Places to Work survey measures key areas that make up an organization’s culture. These range from compensation and benefits to trust in senior leadership. The survey also measures the level of engagement exhibited by employees, known as employee engagement. Each question on the Best Places to Work survey is associated with a response option; each response option is associated with a numerical value. The survey uses these numerical values to profile employees and calculate an overall score, which is used to determine each organization’s rank.