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Funds
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      Funds
      
      See the solutions we offer to help independent advisors and their clients navigate the journey toward their goals.
      
      Tactical Fixed Income Fund
      Maximize potential income with risk control
      
      Ultra-Short Bond Fund
      Navigate changing rate environments with ultra-short duration bonds
      
      Tactical U.S. Allocation Fund
      Navigate U.S. equity markets with a tactical approach
      
      Tactical Investment Grade Bond Fund
      Navigate fixed income with a tactical approach
      
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Resources
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      Resources
      
      Access fund information and regulatory documents to help you and your clients stay fully informed.
      
      Capital Gains
      Find the latest capital gains details to stay prepared for year-end tax reporting
      
      Prospectus
      View the latest fund prospectuses for detailed information on investment objectives, strategies, and risks
      
      Statement of Additional Information
      Access the Statement of Additional Information for comprehensive details on fund operations, policies, and management
      
      Tailored Shareholder Report
      Access concise shareholder reports that highlight fund performance, expenses, and key updates
      
      Annual Financial Statements
      Review annual financial statements for a comprehensive view of each fund’s financial position
      
      Semi-Annual Report
      Access semiannual reports for mid-year updates on fund performance, expenses, and portfolio holdings
      
      Q1 2025 Holdings
      View a complete list of fund holdings as of the first quarter of 2025
      
      Q3 2025 Holdings
      View a complete list of fund holdings as of the third quarter of 2024
      
      Proxy Voting Record
      Proxy voting records provide transparency into how fund managers voted on key shareholder proposals
      
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Contact Us

Meet Kevin Bellis, CFA^®

Portfolio Manager

Title:

Portfolio Manager

Team:

Investment Team

Experience at CCMG:

10 Years

Industry Experience:

14 Years

Kevin assists in the implementation of the Navigator^® Tactical Fixed Income Fund’s trading strategy. He is also a member of the firm’s Cross Asset Management Team, a select group of portfolio managers dedicated to creating multi-asset class solutions in an effort to deliver successful outcomes to investors. Kevin utilizes a quantitative approach trading municipal bonds, Treasury futures, futures options, mutual funds, ETFs, and synthetic credit products. He is a graduate of Penn State University with a degree in Finance. Kevin is a CFA^® charterholder and a member of the CFA Society of Philadelphia.

CFA^® and Chartered Financial Analyst^® are registered trademarks owned by CFA Institute.

Favorite Book

The Pillars of the Earth by Ken Follett

Personal Achievement

Just ran my first marathon this year.

Hobbies and Passions

Love to cook and started at a young age. I had a griddle, microwave, and mini refrigerator in my bedroom closet growing up so that I could cook my own meals!

©2025 Clark Capital Management Group, Inc. All Rights Reserved.

One Liberty Place
53rd Floor
1650 Market Street  
Philadelphia, PA
19103

©2025 Clark Capital Management Group, Inc. All Rights Reserved.