Clark Capital Management Group, an independent asset manager, celebrates its 35-year anniversary this month amid a historic year of growth for the firm. The firm is comprised of over 120 employees and serves nearly 9,000 advisors as of November 30.
They're holding a free webinar TOMORROW to share their best ideas with advisors looking for that kind of growth and resilience. Registration is HERE.
Clark Capital was founded in 1986 by Chairman Harry J. Clark who left his role at a wirehouse to start an independent, fee-only business. “I wanted to create a business that put clients first, and product second,” said founder and Chairman Harry Clark, CFP®. “Throughout our history, we’ve always believed that putting clients at the center of portfolio construction can help investors remain committed to their financial plan so they can reach their long-term goals.”
Over the past three and a half decades, Clark Capital has grown to offer advisors and investors a diverse suite of investment strategies designed to deliver successful client outcomes. Despite a challenging environment for asset managers, the firm has experienced record growth in assets, largely driven by organic growth. The firm’s total assets have grown from $3 billion in 2015 to nearly $30 billion as of October 31.
Clark Capital’s success has been recognized within the industry. The firm was named Mid-Size Asset Manager of the Year for two years in a row at the Money Management Institute/Barron’s Industry Awards. It has also been recognized as one of the Best Places to Work by the Philadelphia Business Journal for three years in a row.
A unique feature of Clark Capital is its independent, employee-owned environment that it has worked hard to create and preserve. The firm’s employee ownership model was implemented in 2017 to honor the passion and commitment of its employees and to foster greater alignment across its stakeholders.
This employee and family-owned culture drives Clark Capital’s mission to help financial advisors and their clients. “For 35 years, we’ve sought to provide advisors and investors with asset management excellence through a variety of markets,” said Chief Executive Officer Brendan Clark, CFA®. “I believe the firm’s growth and longevity are a testament to our employees’ unwavering commitment to advisors and their clients.”
About Clark Capital Management Group
Clark Capital Management Group is an independent asset management firm providing institutional quality investment strategies to individual investors, corporations, foundations, and retirement plans. The Firm was founded in 1986 by Harry Clark, Executive Chairman, and has been entrusted with over $28.7 billion* in assets.
Our investment philosophy is driven by a single-minded focus: to add value for our collective clients. This focus enables us to seek superior risk-adjusted returns over full market cycles through a disciplined process focused on three principles: meaningful diversification, opportunistic asset allocation, and personalized risk management. It compels us to maintain a long-term perspective and provide innovative investment management strategies that enable advisors to deliver investment success to their clients. Portfolio Managers utilize both a relative strength, top down methodology and a fundamental, bottom-up methodology across fixed income, equity, alternative, and diversified asset allocation strategies.
For more information, visit ccmg.com and follow @ClarkCapital on Twitter.
