Timeline | Clark Capital Management Group

2020

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

2019

Total Wealth Strategies Launched

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

2018

Zero Fee

Clark Capital introduces 0% fee Strategist Portfolios

Manager of the Decade

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

2017

Employee Ownership

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

Strategist of the Year

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

Brendan Clark Named CEO

Brendan Clark is named Clark Capital’s Chief Executive Officer

2015

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

2014

PUMA Launched

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

2007

UMA Strategies Launched

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

2006

Firm Acquires RTE Asset Management

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

2005

FITR Launched

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

2000

Taxable & Tax-Free Portfolios Launched

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

1986

Clark Capital Founded

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