See the solutions we offer to help independent advisors and their clients navigate the journey toward their goals.
Maximize potential income with risk control
Navigate changing rate environments with ultra-short duration bonds
Navigate U.S. equity markets with a tactical approach
Navigate fixed income with a tactical approach
Access fund information and regulatory documents to help you and your clients stay fully informed.
Find the latest capital gains details to stay prepared for year-end tax reporting
View the latest fund prospectuses for detailed information on investment objectives, strategies, and risks
Access the Statement of Additional Information for comprehensive details on fund operations, policies, and management
Access concise shareholder reports that highlight fund performance, expenses, and key updates
Review annual financial statements for a comprehensive view of each fund’s financial position
Access semiannual reports for mid-year updates on fund performance, expenses, and portfolio holdings
View a complete list of fund holdings as of the first quarter of 2025
View a complete list of fund holdings as of the third quarter of 2024
Proxy voting records provide transparency into how fund managers voted on key shareholder proposals
As Clark Capital’s Chief Investment Officer, Sean oversees all of the firm’s investment activities and heads the firm’s Investment Team. Sean joined the firm in 1993 and is responsible for asset allocation and investment selection for Navigator® Investment Solutions as well as directing ongoing market research and contributing to the development of proprietary products. Sean is a member of the Clark Capital Investment Team and the Executive Team. He graduated from the University of Delaware, earning a B.S. and an M.A. in Economics. Sean holds the Chartered Financial Analyst® designation and is a member of the CFA Institute (formerly AIMR) and the Financial Analysts of Philadelphia, Inc.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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53rd Floor
1650 Market Street
Philadelphia, PA
19103