Our Story

 

Clark Capital  is an independent asset management firm based in Philadelphia, PA. The firm was founded in 1986 by Executive Chairman Harry J. Clark to develop personalized investment strategies that could be tailored to meet his clients’ individual and often complex needs.

For over 30 years, Clark Capital Management Group has provided traditional and innovative investment strategies with a common goal: to help deliver consistent, long-term investment performance. As an independent asset manager, we offer a true partnership to financial advisors and their clients. Whether you seek growth, income, or protection, we collaborate with you to create the right portfolio for each investor’s unique needs.

Our Vision:

Our vision is to help people navigate their path forward with confidence. We recognize that life is a journey, and we are committed to helping others enjoy each day as they move toward their life goals.

Our Purpose:

To ensure today’s goals become tomorrow’s realities.

Our Awards:

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 into 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 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.

Top Guns firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time. Clark Capital Management Group was named a Top Gun Manager of the Decade meaning 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. At this point, the top 10 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 http://www.informais.com/resources/psn-top-guns.

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

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