Strategies

An Entire Fleet of Investment Strategies

For over a quarter of a century, Clark Capital has provided personalized strategies designed to enhance, preserve and transfer wealth for affluent individuals and families. As an independent boutique investment advisory firm, we have no internal conflicts that influence advice. Your objectives become ours. To assist you in maintaining and growing wealth over generations is the driving force behind our Navigator® Investment Solutions.

  • Allocation

  • Philosophy

All Cap Core U.S. Equity

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.


Alternative

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.


Fixed Income Total Return

This strategy provides tactical exposure to the fixed income markets and seeks to deliver total return with a secondary goal of income.


Global Balanced

Grounded in a quantitatively-based relative strength research process, the strategy seeks to exploit leading global trends.


Global Balanced Hedged

Grounded in a quantitatively-based relative strength research process, the strategy seeks to exploit leading global trends.


Global Equity ETF

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.


Global Equity ETF Hedged

This strategy invests in a broad range of equity exchange traded funds. The strategy is designed to adapt to changing market themes in order to pursue global investment opportunities while mitigating risk through a systematic downside hedging strategy with the goal of protecting the portfolio during stock market declines.


Global Tactical

This strategy seeks capital appreciation through a tactical unconstrained investment approach focusing on a broad range of equity and fixed income opportunities.


High Dividend Equity

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.


High Dividend Equity Option

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.


International Equity Strategic Beta

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.


International Equity/ADR

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.


International Opportunity

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.


MultiStrategy

The strategy is grounded in a quantitatively based relative strength research process. It seeks to identify and participate in the leading…


Option Enhancement Strategy

Achieve Diversification Over Time Goal: Build the optimal portfolio by diversifying out of concentrated holdings The strategy helps clients with a…


Small Cap Core U.S. Equity

This strategy invests in small capitalization U.S. equities and seeks capital appreciation by focusing on high quality, undervalued companies with improving business prospects.


SMID Cap Core U.S. Equity

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.


Tax Free Fixed Income

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.


Tax-free Fixed Income Core

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.


Taxable Fixed Income

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.


Taxable Fixed Income Core

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.


U.S. Equity Strategic Beta

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.


U.S. Sector Opportunity

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.


U.S. Style 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.


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