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

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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.

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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.

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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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