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Navigator® Investment Solutions

Clark Capital Management Group’s investment philosophy is driven by a single-minded focus: to add value for our clients. This focus requires us to produce institutional investment solutions that aim to consistently generate competitive risk-adjusted returns over full market cycles. It compels us to maintain a long-term perspective and provide innovative investment management solutions that add value for our clients. It also requires us to place an emphasis on risk management, because understanding and managing risk is critical to our clients’ investment success. We firmly believe that successful investment management rests not on the ability to excel through any one of these elements, but through the combined strength of all of them.

Clark Capital’s investment strategies are available through:

  • Unified Managed Accounts (UMA/TAMP)
  • Separately Managed Accounts
  • Mutual Funds
  • 401(k) Plans via Collective Trusts

Navigator® Unified Solution - Level I

Investment Objective

The Level I portfolio seeks to provide preservation of capital, inflation protection, and current income. Capital appreciation is a secondary goal. This portfolio is designed for investors who have a low risk tolerance and are willing to accept commensurate returns in exchange for asset preservation.

Investor Profile

The investor seeks current income with preservation of principal and wishes to experience minimal market fluctuations.

Customization Options
  • Actively Managed Core
  • Passively Managed Core
  • Tax-Free Fixed Income
  • Navigator Sentry

Navigator® Unified Solution - Level II

Investment Objective

The Level II portfolio seeks to provide limited capital appreciation and modest current income with a secondary goal of capital preservation. This portfolio is designed for investors who wish to limit their exposure to risk but are willing to accept some portfolio volatility in pursuit of modest wealth enhancement.

Investor Profile

The investor desires preservation of capital with some capital appreciation and is concerned with the level of fluctuation in the portfolio.

Customization Options
  • Actively Managed Core
  • Passively Managed Core
  • Tax-Free Fixed Income
  • Navigator Sentry

Navigator® Unified Solution - Level III

Investment Objective

The Level III portfolio seeks to provide moderate capital appreciation and limited current income with a secondary goal of capital preservation. This portfolio is designed for investors who have a moderate risk tolerance and are willing to accept limited volatility in pursuit of moderate wealth enhancement.

Investor Profile

The investor desires preservation of capital with modest capital appreciation and is moderately concerned with the level of fluctuation in the portfolio.

Customization Options
  • Actively Managed Core
  • Passively Managed Core
  • Navigator Sentry

Navigator® Unified Solution - Level IV

Investment Objective

The Level IV portfolio seeks capital appreciation and is not concerned with current income. This portfolio is designed for investors who have a high risk tolerance and are willing to accept volatility in exchange for potential wealth enhancement.

Investor Profile

The investor desires capital appreciation with minimal need for income and is less concerned with the level of fluctuation in the portfolio.

Customization Options
  • Actively Managed Core
  • Passively Managed Core
  • Navigator Sentry

Navigator® Unified Solution - Level V

Investment Objective

The Level V portfolio seeks to maximize capital appreciation and is not concerned with current income. This portfolio is designed for investors who have a high risk tolerance and are willing to accept more volatility in exchange for greater potential wealth enhancement.

Investor Profile

The investor desires maximum return and is not concerned with the level of fluctuation in the portfolio.

Customization Options
  • Actively Managed Core
  • Passively Managed Core
  • Navigator Sentry

Navigator® Sentry

Navigator Sentry is a proprietary investment strategy reserved exclusively for Clark Capital clients. Navigator Sentry utilizes volatility as an asset class. The primary objective of Sentry is to lower portfolio volatility and potentially offset losses in a client portfolio during major market declines.

Navigator Sentry Strategy: Portfolio Managers customize an allocation to volatility exchange traded products, which are continuously monitored and managed when market volatility spikes.

  • S&P VIX Mid-Term Volatility Futures ETPs
  • S&P VIX Short-Term Volatility Futures ETPs
  • Consistently allocated to the equity portfolio
  • Systematically applied without reliance on market‐timing
  • Opportunistically managed to reduce drag

How Navigator® Sentry Works

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Overview Materials

Sample Statement
2012-09-30-Sample Statement.pdf
Performance Summaries
2014-02-28-Performance_Summary-ETF_Solutions.pdf
2014-02-28-Performance_Summary-Tony_Soslow_Portfolios.pdf
2014-02-28-Performance_Summary-Traditional_Balanced_Solutions.pdf
2014-02-28-Performance_Summary-UMA_Opportunity_Portfolios.pdf
2014-02-28-Performance_Summary-Unified_Solutions_(Active).pdf
2014-02-28-Performance_Summary-Unified_Solutions_(Passive).pdf
2014-03-31-Performance_Summary-Navigator_Global_Balanced.pdf
2014-03-31-Performance_Summary-Premier_Solutions.pdf
2014-03-31-Performance_Summary-Traditional_Balanced_Solutions.pdf
2014-03-31-Performance_Summary-UMA_Opportunity_Portfolios.pdf
2014-03-31-Performance_Summary-Unified_Solutions_(Active).pdf
2014-03-31-Performance_Summary-Unified_Solutions_(Passive).pdf
2014-06-30-Performance_Summary-Core_Managers.pdf
2014-06-30-Performance_Summary-Navigator_Global_Balanced.pdf
2014-06-30-Performance_Summary-Traditional_Balanced_Solutions.pdf
2014-06-30-Performance_Summary-UMA_Opportunity_Portfolios.pdf
2014-06-30-Performance_Summary-Unified_Solutions_(Active).pdf
2014-06-30-Performance_Summary-Unified_Solutions_(Passive).pdf
2014-07-31-Performance_Summary-Premier_Solutions.pdf
2014-07-31-Performance_Summary-Strategist_Solutions.pdf
Overview
2012-06-30-Marketing-Program Overview.pdf
2013-03-31-Marketing-About Clark Capital.pdf
Clark Capital Territory Map.pdf
Organization Chart
2013-05-Clark Capital Organization Chart.pdf
Biographies
2012-09-30-Biography-Investment Team.pdf
Benchmark Review
2014-04-30-Performance_Summary-Benchmark_Review.pdf
2014-08-31-Performance_Summary-Benchmark_Review.pdf