A New Era of Collaboration
This year, we welcomed hundreds of our advisor partners to our newly renovated and expanded office space in Philadelphia to spend time with the team at Clark Capital and discuss our investment strategies and market insights.
If you haven’t yet visited, we’d love to see you here in 2025!
During the summer, we hosted 12 interns from universities across the country including Clemson, James Madison, Purdue, Villanova, and Yale. It was a great summer filled with collaboration, learning, and mentorship. We’re looking forward to welcoming another group of ambitious interns next year — we had over 450 applications for the 2025 program!
Guiding Advisors and Clients on their Journey
Throughout the year, we continued to support advisors and their clients as they navigated the markets. There are many ways to stay connected with us; here are a few of them:
Live From Philly Monthly Webcasts
Clark Capital continues to bring you our impactful content from all corners of the financial services industry. From market insights to behavioral finance education, our Live From Philly series is designed to provide you with the tools and resources you need to potentially grow and retain your high net worth businesses. Don’t miss next month’s webcast, our annual Market Outlook.
Register for Our January Webcast: Sean Clark’s 2025 Market Outlook
Join us on January 13th at 4:00 p.m. ET for Clark Capital’s 2025 Market Outlook featuring Chief Investment Officer Sean Clark. This webcast is also approved for one hour of CFP® CE credit. Make sure you tune in to our webcasts early — you don’t want to miss our live music featuring Phil Selesnick on the piano. Here’s a clip of Phil in action playing some holiday tunes!
Office Hours Videos
In this video series, Head of Client Portfolio Management Glenn Dorsey and Senior Wealth Planner Patrick Schultz answer advisors’ most frequently asked questions. You can view these brief Office Hours videos any time on our website to help support your client conversations. Recent videos have explored tariffs, preparing for the estate and gift tax exemption sunset, and decoding market volatility.
Four-midable Success!
This year, we were incredibly honored to be named Asset Manager of the Year (mid-size) for the fourth time by the Money Management Institute (MMI) and Barron’s. This achievement would not have been possible without your trust and partnership — thank you!
Six Years, Six Wins – Clark Capital Recognized as a Best Place to Work
Clark Capital was recognized by the Philadelphia Business Journal as one of the “Best Places to Work” for the sixth consecutive year! Our team’s dedication, collaboration, and passion for excellence have made Clark Capital a place where innovation and growth thrive.
Clark Capital Cares
Not only are we passionate about the advisors and clients we serve, but we are also passionately committed to serving our community. In 2024, our team proudly supported over 40 charitable organizations inspired by ideas for giving back from our employees and partners.
Wishing You a Happy and Healthy New Year
We know there are many asset managers out there, and we are incredibly grateful that you have chosen to work with Clark Capital. We also deeply appreciate the hard work and dedication of our exceptional team, who are committed to supporting you and your clients. On behalf of everyone at Clark Capital Management Group, we wish you and your families a happy and healthy New Year.
Important Disclosures:
These awards are not indicative of Clark Capital’s future performance nor may it be representative of any one client’s experience.
MMI/Barron’s Industry Awards
Clark Capital was a Money Management Institute and Barron’s finalists for Asset Manager of the Year ($25 – $100 billion category) in 2022 and 2024. Finalists were selected by a specially appointed MMI Industry Awards Steering Council and the MMI Membership Experience Committee (MEC). The Steering Council and MEC reviewed nominations and determined a slate of finalists in each award category based on criteria related to level of innovation, potential to effect change in the investment advisory industry, advancement of practices and protocols and potential to deliver improved outcomes for advisors and investors. Award winners were determined by a vote of primary contacts at each member firm. MMI/Barron’s does not receive compensation for the participating firms in exchange for the award and Clark Capital did not pay a fee to MMI/Barron’s in exchange for its receipt of the award. These awards are not indicative of Clark Capital’s future performance, nor may it be representative of any one client’s experience. Prior awards and recognition received in 2021 and 2020 were for Asset Manager of the Year (AUM of $10 to 50 billion category). More information about the selection process and criteria can be found at www.mminst.org.
Philadelphia Business Journal’s Best Places to Work
The Best Places to Work survey measures key areas that make up an organization’s culture. These range from compensation and benefits to trust in senior leadership. The survey also measures the level of engagement exhibited by employees, known as employee engagement. Each question on the Best Places to Work survey is associated with a response option; each response option is associated with a numerical value. The survey uses these numerical values to profile employees and calculate an overall score, which is used to determine each organization’s rank.
The views expressed are those of the author(s) and do not necessarily reflect the views of Clark Capital Management Group. The opinions referenced are as of the date of publication and are subject to change. There is no guarantee of the future performance of any Clark Capital investments portfolio. Material presented has been derived from sources considered to be reliable, but the accuracy and completeness cannot be guaranteed. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy or strategies.
Clark Capital Management Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Clark Capital’s advisory services and fees can be found in its Form ADV which is available upon request.
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