Timeline Stories Strategies

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

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Total Wealth Strategies Launched


Navigator® Total Wealth Strategies are launched, providing institutional quality investment models for high net worth investors

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Zero Fee


Clark Capital introduces 0% fee Strategist Portfolios

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Manager of the Decade


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

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Employee Ownership


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

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Strategist of the Year


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

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Brendan Clark Named CEO


Brendan Clark is named Clark Capital’s Chief Executive Officer

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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

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PUMA Launched


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

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UMA Strategies Launched


Navigator® Unified Managed Account (UMA) strategies are launched, providing fully diversified risk-based investments in a custom format

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Firm Acquires RTE Asset Management


The firm acquires RTE Asset Management (“RTE”) as a wholly owned subsidiary

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FITR Launched


Fixed Income Total Return, an innovative, relative strength-based approach to tactical fixed income, is launched

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Clark Capital Founded


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

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Taxable & Tax-Free Portfolios Launched


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

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