Timeline Stories Strategies
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,…
Read MoreClark 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,…
Read MoreClark 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…
Read MoreFirm 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
Read MorePhiladelphia 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…
Read MoreThe 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
Read MoreNavigator® High Dividend Equity separately managed account is launched
The firm launches its Navigator® High Dividend Equity SMA strategy
Read MoreClark 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
Read MoreNavigator® 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
Read MoreNavigator® International/ADR is recognized as Manager of the Decade by PSN/Informa
Navigator® International/ADR is recognized as Manager of the Decade by PSN/Informa
Read MoreFirm 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
Read MoreClark 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
Read MoreBrendan Clark, CFA® is named Chief Executive Officer
Brendan Clark is named Chief Executive Officer
Read MoreThe 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…
Read MoreNavigator® Personalized Unified Managed Account (PUMA®) is launched, providing complete personalization for high net worth investors
Navigator® Personalized Unified Managed Account (PUMA®) is launched, providing complete personalization for high net worth investors
Read MoreNavigator® 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
Read MoreRTE Asset Management (“RTE”) is acquired as a wholly owned subsidiary
The firm acquires RTE Asset Management (“RTE”) as a wholly owned subsidiary
Read MoreNavigator® 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.
Read MoreHarry 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…
Read MoreNavigator® 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
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