Holiday Message
Holiday Reflection: Our Year in Review
December 20, 2021

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During this holiday season and time of reflection, we’ve put together a short year in review to take a look back at all of things we have been able to achieve together.


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Press Release
Clark Capital Management Group Named a 2021 Best Place to Work by Philadelphia Business Journal
July 29, 2021

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CONTACT: Patty Quinn McAuley Office: 215-569-2224 Cell: 267-632-1245 pquinn@ccmg.com Clark Capital Recognized as a Best Places to Work Winner for the…


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Press Release
Clark Capital Welcomes Jim Warren as Chief Operating Officer
April 6, 2021

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CONTACT: Patty Quinn McAuley Office: 215-569-2224 Cell: 267-632-1245 pquinn@ccmg.com Clark Capital Hires Seasoned Industry Leader to Support Continued Growth Philadelphia, PA,…


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Press Release
Clark Capital Wins 2021 Lipper Award for Navigator® Tactical Fixed Income Fund
March 15, 2021

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CONTACT: Patty Quinn McAuley Office: 215-569-2224 Cell: 267-632-1245 pquinn@ccmg.com NTBIX Named Best 5-Year Fund in Alternative Credit Focus Funds Category for…


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Holiday Message
Holiday Reflection: Our Year in Review
December 15, 2020

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We have a saying at Clark Capital that asset management is a team sport, and our employees have embodied that saying this year more than ever before. Despite the many personal and professional challenges we’ve faced, our employees rallied together to support our advisors, their clients, and each other during these difficult times.


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Live From Philly: Untangling the IRS’s New Regulations on RMDs

The 10-year rule has transformed how financial advisors plan for the transfer of assets. With recent IRS guidance in Notice 2024-35 signaling potential final regulations, it’s crucial for advisors to understand its implications. Join us on Tuesday, November 19th as we welcome back special guest and tax expert Jeffrey Levine as he revisits the 10-year rule’s history and shares practical strategies you can implement to minimize its impact on clients.

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