For over 30 years, Clark Capital has provided personalized strategies designed to enhance, preserve and transfer wealth for affluent individuals and families. Whether you seek growth, income or protection, Navigator® Investment Solutions are designed to address a full range of investor goals.
Consider these actively managed strategies to help you navigate today’s markets.
Learn more about our investment philosophy and disciplined investment approach.
Hear how each strategy is managed from our team of experienced Portfolio Managers.
This strategy invests in a broad range of U.S. equities and seeks capital appreciation by focusing on high quality, undervalued companies with improving business prospects.
This strategy invests in a broad range of U.S. equities and seeks capital appreciation by focusing on high quality, undervalued companies with improving business prospects. It employs a downside hedging strategy with the goal of protecting the portfolio during market declines.
This strategy seeks to provide meaningful diversification by investing in alternative asset classes. Alternative asset classes may help to reduce volatility when added to a portfolio of traditional asset classes.
This strategy provides tactical exposure to the fixed income markets and seeks to deliver total return with a secondary goal of income.
Grounded in a quantitatively-based relative strength research process, the strategy seeks to exploit leading global trends.
This balanced strategy allocates 20% to a broad range of global equities while allocating 80% to tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity while mitigating risk through a systematic downside hedging strategy with the goal of protecting the portfolio during stock market declines.
This balanced strategy allocates 20% to a broad range of global equities while allocating 80% to tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity.
This balanced strategy allocates 40% to a broad range of global equities while allocating 60% to tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity while mitigating risk through a systematic downside hedging strategy with the goal of protecting the portfolio during stock market declines.
This balanced strategy allocates 40% to a broad range of global equities while allocating 60% to tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity while mitigating risk through a systematic downside hedging strategy with the goal of protecting the portfolio during stock market declines.
This balanced strategy allocates 40% to a broad range of global equities while allocating 60% to tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity.
This balanced strategy allocates 60% to a broad range of global equities while allocating 40% to tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity while mitigating risk through a systematic downside hedging strategy with the goal of protecting the portfolio during stock market declines.
This balanced strategy allocates 60% to a broad range of global equities while allocating 40% to tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity while mitigating risk through a systematic downside hedging strategy with the goal of protecting the portfolio during stock market declines.
This balanced strategy allocates 60% to a broad range of global equities while allocating 40% to tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity.
This balanced strategy allocates 80% to a broad range of global equities while allocating 20% to tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity while mitigating risk through a systematic downside hedging strategy with the goal of protecting the portfolio during stock market declines.
This balanced strategy allocates 80% to a broad range of global equities while allocating 20% to tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity while mitigating risk through a systematic downside hedging strategy with the goal of protecting the portfolio during stock market declines.
This balanced strategy allocates 80% to a broad range of global equities while allocating 20% to tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity.
Grounded in a quantitatively-based relative strength research process, the strategy seeks to exploit leading global trends.
This strategy seeks capital appreciation through investing in broad range of equity exchange traded funds for capital appreciation. The strategy is designed to adapt to changing market themes in order to pursue global investment opportunities.
The strategy is grounded in a quantitatively-based relative strength research process. It seeks to identify and participate in the leading global investment trends and move away from underperforming trends.
This strategy seeks capital appreciation through a tactical unconstrained investment approach focusing on a broad range of equity and fixed income opportunities.
This strategy seeks to provide favorable risk-adjusted returns through a carefully constructed portfolio of high-quality domestic and international equities, REITs, and preferred stocks.
This strategy seeks to provide favorable risk-adjusted returns through a carefully constructed portfolio of high-quality domestic and international equities, REITs, and preferred stocks. Covered call options are selectively utilized in an effort to provide income.
We believe investors should seek exposure to the broad international equity market in order to achieve long-term portfolio growth. This portfolio serves as the international equity anchor or core of a diversified portfolio, and seeks a wide diversity reflective of all market capitalizations and styles of the domestic equity market.
This strategy invests in a broad range of international equities and seeks capital appreciation by focusing on high quality, undervalued companies with improving business prospects.
This strategy seeks capital appreciation by investing in a broad range of international equity exchange traded funds. The strategy is designed to adapt to changing market themes in order to pursue global investment opportunities.
This strategy primarily invests in U.S. large and mid-cap capitalization growth equities and seeks capital appreciation by focusing on companies that possess large and growing cash flows, margins, and sales.
The strategy is grounded in a quantitatively based relative strength research process. It seeks to identify and participate in the leading…
This balanced strategy allocates 25% to an opportunistic allocation of U.S. equity exchange traded funds while allocating 75% to tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity.
This balanced strategy allocates 50% to an opportunistic allocation of U.S. equity exchange traded funds while allocating 50% to tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity.
This balanced strategy allocates 75% to an opportunistic allocation of U.S. equity exchange traded funds while allocating 25% to tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity.
Achieve Diversification Over Time Goal: Build the optimal portfolio by diversifying out of concentrated holdings The strategy helps clients with a…
This strategy invests in small capitalization U.S. equities and seeks capital appreciation by focusing on high quality, undervalued companies with improving business prospects.
This strategy invests in small and mid-capitalization U.S. equities and seeks capital appreciation by focusing on high quality, undervalued companies with improving business prospects.
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.
This strategy provides strategic exposure to a broad range of tax-free bonds. The strategy seeks to deliver total return with a secondary goal of income through a carefully constructed portfolio of fixed income exchange traded funds and mutual funds.
This strategy provides strategic exposure to a broad range of taxable bonds. The strategy seeks to deliver total return with a secondary goal of income through a carefully constructed portfolio of bonds.
This strategy provides strategic exposure to a broad range of taxable bonds. The strategy seeks to deliver total return with a secondary goal of income through a carefully constructed portfolio of fixed income exchange traded funds and mutual funds.
We believe investors should seek exposure to the broad U.S. equity market in order to achieve long-term portfolio growth. This portfolio serves as the U.S. equity anchor or core of a diversified portfolio, and seeks a wide diversity reflective of all market capitalizations and styles of the domestic equity market.
This strategy invests in an opportunistic allocation of U.S. sector and industry exchange traded funds. The strategy seeks capital appreciation and is designed to adapt to changing market themes in order to pursue investment opportunity.
This strategy invests in an opportunistic allocation of U.S. style and market-capitalization exchange traded funds. The strategy seeks capital appreciation and is designed to adapt to changing market themes in order to pursue investment opportunity.