Navigator® Option Enhancement Strategy
Designed to Reduce Risk, Generate Income,and Help Investors Diversify
Goal: Build the optimal portfolio by diversifying out of concentrated holdings
The strategy helps clients with a high percentage of their assets in a single stock slowly reduce this concentration and transition into a more appropriate investment allocation.
Goal: Generate option premium income to increase total return via a covered call strategy
The strategy is designed to increase the current yield of the portfolio through an actively managed covered call strategy.
Goal: If the investor wishes to retain the stock, minimize the risk thatit will be called away
The strategy is highly customized, allowing investors to continue to hold the stock if desired or let it be called away.
Get to Know the People Behind the Portfolios
Related Insights
Market Outlook
2026 Market Outlook Resource Center
January 20, 2026
Learn More
Office Hours
Different Types of Revocable Trusts
January 14, 2026
In this episode of Office Hours, Senior Wealth Planner Patrick Schultz explores the difference between a stock sale and an asset sale and discusses how the seller of a business may have a better tax result with a stock sale.
Learn More
Office Hours
Online Estate Planning Platforms: What Advisors Should Know
January 14, 2026
In this Office Hours Wealth Planning episode, Senior Wealth Planners Patrick Schultz and Shelby Anderson discuss the growing use of online will and trust providers, when these services may be appropriate, the limitations advisors should be aware of, and why proper execution and legal review remain critical.
Learn More
Advisors: Subscribe to receive our latest insights, market updates, and invites to our award-winning webcast series.
You can unsubscribe to any or all of the communications at any time by clicking the “Unsubscribe” link that appears in every email we send. Clark Capital fully complies with all U.S. CAN-SPAM laws.