Timeline – Clark Capital Management Group

2022

Clark Capital is named one of the Best Places to Work in Philadelphia For Fourth Year in Row

Clark Capital is recognized by Philadelphia Business Journal as one of the Best Places to Work in Philadelphia in 2019, 2020,…

2021

Clark Capital is named one of the Best Places to Work in Philadelphia For Third Year in Row

Clark Capital is recognized by Philadelphia Business Journal as one of the Best Places to Work in Philadelphia in 2019, 2020,…

2020

Firm becomes the 15th largest SMA manager, reaching over $20b in assets under management

Clark Capital becomes the 15th largest SMA manager, reaching over $20 billion in assets under management

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

2020 Clark Capital is recognized by MMI/Barron’s for Asset Manager of the Year ($10-50b) and for Distribution Excellence

Clark Capital is named one of the Best Places to Work in Philadelphia for a second year in a row

Clark Capital is recognized by Philadelphia Business Journal as one of the Best Places to Work in Philadelphia in 2019 and…

2019

Philadelphia Business Journal names Clark Capital one of the Best Places to Work in Philadelphia

Clark Capital is recognized by Philadelphia Business Journal as one of the Best Places to Work in Philadelphia in 2019 and…

Navigator® Total Wealth Strategies are launched, providing fully diversified, risk-based portfolios for high net worth investors

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

2018

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

2017

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

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

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

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

Brendan Clark, CFA® is named Chief Executive Officer

Brendan Clark is named Chief Executive Officer

2016

The Client Portfolio Management Team is formed to expand the firm’s high-net-worth services for advisors and investors

The Client Portfolio Management Team is formed to expand our high-net-worth services for advisors and investors

2015

The firm enters a distribution agreement with AssetMark to begin its next phase of growth focused on asset management excellence

Clark Capital enters a distribution agreement with AssetMark, enabling the firm to begin its next phase of growth centered around asset…

2014

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

2007

Navigator® Unified Managed Account (UMA) strategies are launched

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

2006

RTE Asset Management (“RTE”) is acquired as a wholly owned subsidiary

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

2005

Navigator® High Dividend Equity separately managed account is launched

The firm launches its Navigator® High Dividend Equity SMA strategy

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

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

2000

Navigator® Taxable and Tax Free Fixed Income individual bond portfolios are launched

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

1986

Harry Clark Founds Clark Capital to provide investors with unbiased access to fee-based investment management

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