Focus on the Fundamentals:

Navigator® All Cap Core U.S. Equity

We believe that investors seeking long-term growth across U.S. market capitalizations may benefit from a disciplined and consistent approach. Navigator® All Cap Core U.S. Equity actively seeks to identify what we believe are high quality, undervalued companies with improving business prospects.

Navigator® High Dividend Equity

During times of heightened volatility, high quality stocks may outperform their lower quality peers. Navigator® High Dividend Equity seeks to provide current income while investing in high quality companies that we believe will have the ability to achieve stable growth into the future.

Navigator® International ADR

We believe in most circumstances, an allocation to international companies is an important part of a diversified equity portfolio. Navigator® International ADR can help investors seeking global growth through disciplined, bottom-up stock selection.

Navigator® Taxable Fixed Income

Opportunistic positioning and thoughtful credit selection can help investors get the most out of a changing rate environment. Navigator® Taxable Fixed Income utilizes individual bonds, which can be held to maturity, generating cash flow and returns.

Navigator® Tax Free Fixed Income

We believe that fundamental analysis can provide greater value than speculating through interest rate forecasting. Navigator® Tax-Free Fixed Income utilizes an active approach that seeks to take advantage of opportunities by building par value.

Take a Tactical Approach:

Navigator® U.S. Style Opportunity

As the equity markets ebb and flow through a cycle, individual market styles and capitalizations may perform differently. With the ability to allocate between small, mid, and large-cap stocks as well as between growth and value, Navigator® U.S. Style Opportunity can allocate to the areas of the market we believe to be the most rewarding.

Navigator® MultiStrategy

Combining our Navigator® Fixed Income Total Return and Navigator® U.S. Style Opportunity strategies can help investors access a variety of growth opportunities while guarding against undue risk. The strategy is available in three equity/fixed income allocations: 75/25, 50/50, 25/75.

Navigator® Global Tactical

We believe a rapidly changing global marketplace demands a tactical approach. Navigator® Global Tactical utilizes a quantitively-based relative strength process that seeks to provide growth while protecting investors from undue risk.