Navigator® Tax Free Fixed Income
Navigate Tax-Free Fixed Incomewith Individual Municipal Bonds
Allocation
- Core Fixed Income, Fixed Income
APPROACH
- Bottom-Up
FOR ADVISORS:
This strategy provides strategic exposure to a broad range of tax free municipal bonds. The strategy seeks to deliver total return with a secondary goal of income.
Actively seek attractive opportunities in the current environment.
The strategy is based on the conviction that fundamental analysis provides greater value than speculating through interest rate forecasting. Changing expectations about the shape of the yield curve, credit spreads, and sector valuations within an already fragmented muni market can create pockets of value and opportunity.
Aims to provide long-term,risk adjusted returns.
The portfolio seeks to achieve strong adjusted returns by building a curated portfolio of individual bonds. Intermediate maturities may offer attractive yields at a lower level of risk than longer-term securities.
Seek to constantlybuild par value.
Because interest rates do not rise in a linear fashion, our active approach seeks to take advantage of opportunities by building par value. The strategy seeks to take advantage of price inefficiencies during interest rate changes or volatility.
Get to Know the People Behind the Portfolios
Related Insights
Uncategorized
Holiday Reflection: 2025 in Review
December 22, 2025
Learn More
Office Hours
Understanding Probate: What Advisors Should Know
December 15, 2025
In the first episode of our Office Hours Wealth Planning series, Senior Wealth Planners Patrick Schultz and Shelby Anderson explore what probate is, why it occurs, and the key reasons many families choose to avoid it.
Learn More
Office Hours
Understanding Probate: What Assets Go Through Probate?
December 15, 2025
In the second episode of our Office Hours Wealth Planning series, Senior Wealth Planners Patrick Schultz and Shelby Anderson outline which assets are subject to probate, how title and beneficiary designations impact the process, and why misconceptions around wills and joint ownership often create estate planning pitfalls.
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.