

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