Timeline Stories Strategies

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…

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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

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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…

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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

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Navigator® High Dividend Equity separately managed account is launched


The firm launches its Navigator® High Dividend Equity SMA strategy

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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

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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

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Navigator® 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

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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

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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

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Brendan Clark, CFA® is named Chief Executive Officer


Brendan Clark is named Chief Executive Officer

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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…

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Navigator® 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

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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

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


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

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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.

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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…

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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

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