For over 30 years, Clark Capital has delivered innovative strategies to meet high net worth clients’ unique needs
Taxable & Tax-Free Portfolios Launched
Navigator® Taxable and Tax Free Fixed Income portfolios are launched, providing actively managed, individual bond strategies
Fixed Income Total Return, an innovative, relative strength-based approach to tactical fixed income, is launched
Firm Acquires RTE Asset Management
The firm acquires RTE Asset Management (“RTE”) as a wholly owned subsidiary
UMA Strategies Launched
Navigator® Unified Managed Account (UMA) strategies are launched, providing fully diversified risk-based investments in a custom format
Navigator® Personalized Unified Managed Account® (PUMA) is launched, providing complete personalization for high net worth investors
Clark Capital provides ownership to all employees, strengthening its commitment to being family- and employee-owned independent asset manager
Clark Capital introduces 0% fee Strategist Portfolios
Total Wealth Strategies Launched
Navigator® Total Wealth Strategies are launched, providing institutional quality investment models for high net worth investors
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.
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.
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.