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.

 

For over 30 years, Clark Capital has delivered innovative strategies to meet high net worth clients’ unique needs

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  • Harry J. Clark

    Clark Capital Founded

    Harry Clark establishes Clark Capital while working as a financial advisor in an effort to provide clients with unbiased access to…

  • Taxable & Tax-Free Portfolios Launched

    Navigator® Taxable and Tax Free Fixed Income portfolios are launched, providing actively managed, individual bond strategies

  • FITR Launched

    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

  • PUMA Launched

    Navigator® Personalized Unified Managed Account® (PUMA) is launched, providing complete personalization for high net worth investors

  • TAMP Sold to AssetMark

    TAMP Sold to AssetMark

    Clark Capital sells turnkey asset management program (TAMP) assets to AssetMark to focus solely on its core competency of asset management

  • Brendan Clark Named CEO

    Brendan Clark Named CEO

    Brendan Clark is named Clark Capital’s Chief Executive Officer

  • Strategist of the Year

    Strategist of the Year

    Clark Capital is named Investment Advisor SMA Strategist of the Year by Envestnet, Inc. and Investment Advisor magazine

  • Employee Ownership

    Clark Capital provides ownership to all employees, strengthening its commitment to being family- and employee-owned independent asset manager

  • Manager of the Decade

    Manager of the Decade

    Navigator® International/ADR is recognized as Manager of the Decade by PSN/Informa Clark

  • Zero Fee

    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

  • Asset Manager of the Year

    Asset Manager of the Year

    Clark Capital is recognized by MMI/Barron’s for Asset Manager of the Year ($10-50b) and for Distribution Excellence

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

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.

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