@ccmg.com
Clark Capital Management Group is a financial services company providing investment solutions.
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About
Description
Clark Capital Management Group is a family-and-employee-owned investment management firm located in Philadelphia, PA. With a commitment to helping high net worth investors achieve their goals, Clark Capital works alongside elite financial advisors to provide unbiased access to fee-based investment management. Established in 1986 by Harry Clark, the firm has a rich history of assisting financial advisors and their clients.
Since its inception, Clark Capital has launched various investment strategies, including the Navigator® Taxable and Tax Free Fixed Income individual bond portfolios in 2000. In 2005, the firm introduced Navigator® Fixed Income Total Return, a unique approach to tactical fixed income based on relative strength. Additionally, they launched the Navigator® High Dividend Equity separately managed account in the same year.
Clark Capital expanded its reach in 2006 by acquiring RTE Asset Management as a wholly owned subsidiary. In 2007, they launched the Navigator® Unified Managed Account strategies, and in 2014, they introduced the Navigator® Personalized Unified Managed Account (PUMA®) for high net worth investors seeking a customized approach. Continuing to pursue growth and excellence, Clark Capital entered into a distribution agreement with AssetMark in 2015.
Overall, the firm is committed to delivering quality investment strategies and personalized solutions to their clients
Company Type
Privately Held
Company Size
51-200
Year Founded
1986
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