Back to Main Menu

Back to all Strategies

Navigator® Total Wealth Strategies

A suite of fully diversified, tailored strategies for the high net worth market

Allocation
  • Multi-Asset Class
APPROACH
  • Blend
FOR ADVISORS:

Designed to navigate changing market conditions, Navigator® Total Wealth Strategies are actively managed by our experienced team of portfolio managers. Each allocation is fully diversified, combining multiple strategies and asset classes into a single account. Strategies are offered in five risk comfort zones and are available in tax aware formats. These strategies are designed to help enhance and protect your clients’ wealth, so they can stay on track to achieve their unique goals and objectives.

Each risk profile consists of approximately 5 to 10 investment strategies managed by our Investment Teams
Navigator® Total Wealth Strategies offer access to institutional quality investments that are actively managed; individual securities are used whenever possible to help keep costs low.
Multiple assets classes and methodologies in one streamlined account
Our disciplined top-down and bottom-up investment approach seeks superior returns across a diversified blend of equities, fixed income and alternatives in a single portfolio.
Available in five different risk profiles and in tax aware formats
Navigator® Total Wealth Strategies are designed to help you stay on track to achieve your unique goals and objectives.

Get to Know the People Behind the Portfolios

Related Insights

Monthly Moves: Charting Our Strategies, June 2026 Page Link
Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, June 2026

July 14, 2026
By Sean Clark, CFA®
June capped off a strong first half of the year as equities continued to advance despite elevated interest rates and ongoing geopolitical uncertainty.

Learn More

Glenn Dorsey on Schwab Network Page Link
In the Media
In the Media

Glenn Dorsey on Schwab Network

July 10, 2026

Head of Client Portfolio Management Glenn Dorsey joined host Nicole Petallides on Schwab Network’s Opening Bell to discuss recent earnings and revisions, along with his outlook on AI and potential rate hikes.

Watch the interview here.

Learn More

Benchmark Review & Monthly Recap, June 2026 Page Link
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap

Benchmark Review & Monthly Recap, June 2026

July 7, 2026
The character of the rally changed in June, but overall, the second quarter results were strong. After a rather narrow rally from the March lows that large-cap growth and tech stocks led once again, some rotation occurred in June with small caps and value stocks leading the way.

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.