Background

High Net Worth Strategies to Navigate Today’s Markets

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.

Institutional Quality Investments starting at $500,000

Fully Diversified Allocations in One Streamlined Account

Separately Managed Accounts Primarily Comprised
of Individual Securities

Tax Aware Solutions Available

Client Portfolio Management Team Dedicated to Helping You Grow
Your High Net Worth Business

Investment Process

Fully Diversified and Actively Managed

Navigator® Total Wealth Strategies utilize a disciplined combination of top-down and bottom-up processes to seek consistent risk-adjusted returns across equities, fixed income and alternatives. Each base allocation is determined by Clark Capital’s long-term view of the overall asset classes. Our experienced team of investment managers perform ongoing macro-economic analysis and make tactical shifts to the portfolios to reflect our market outlook and to help keep the strategies aligned to their risk profiles.

Navigate the Markets
with a Tactical Approach

We utilize a research-based approach to making tactical allocation decisions within the portfolios based on five macroeconomic gauges: The Economy, Monetary Policy, Valuations, Investor Sentiment, and Technicals.

Each gauge is comprised of a number of individual indicators, which the Investment Team evaluates on an ongoing basis to determine if the gauge is positive, negative or neutral. Our analysis guides asset allocation shifts to help keep the portfolios aligned to their assigned risk profiles.

For example, on 3/13/20, following a sharp drop in the markets, we shifted portfolios to overweight equity, reducing fixed income proportionately.

On 7/1/20, we shifted back to target weightings following an incredible recovery in the equity markets.

A Fleet of Investment Strategies

As an independent asset manager, we focus exclusively on asset management. Our experienced and knowledgeable team of portfolio managers helps navigate your clients through every market environment.

Navigator® All Cap Core U.S. Equity

The 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.

Navigator® Global Tactical

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

Navigator® High Dividend Equity

The strategy seeks to provide favorable risk-adjusted returns through a carefully constructed portfolio of high-quality domestic and international equities, REITs, and preferred stocks.

Navigator® International Equity/ADR

The strategy invests in a broad range of international equities and seeks capital appreciation by focusing on high quality, undervalued companies with improving business prospects.

Navigator® International Equity Strategic Beta

The strategy seeks a wide diversity of securities reflective of all market capitalizations and styles of the international equity market through a carefully constructed portfolio of exchange traded funds.

Navigator® U.S. Equity Strategic Beta

This strategy uses a factor based approach and seeks a wide diversity reflective of all market capitalizations and styles of the domestic equity market.

Navigator® U.S. Style Opportunity

The strategy seeks capital appreciation and is designed to adapt to changing market themes in order to pursue investment opportunity.

Navigator® Fixed Income Total Return

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

Navigator® Taxable Fixed Income

The 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.

Navigator® Taxable Fixed Income Core

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.

Navigator® Tax Free Fixed Income

The 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.

Navigator® Tax Free Fixed Income Core

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.

Navigator® Alternative

The strategy seeks to provide meaningful diversification by investing in alternative asset classes. The portfolio provides a core and explore approach to portfolio management, seeking both alpha generation and risk reduction.

This is not a recommendation to buy or sell a security or to adopt a particular investment strategy.