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
Alex is SVP, Head of Fixed Income and a Senior Portfolio Manager on the Cross Asset Management Team. In his role as Head of Fixed Income, Alex oversees both the Cross Asset Management and Fixed Income SMA Teams. The Cross Asset Management Team is responsible for managing the Navigator® fixed income mutual funds and the SMA Team manages Clark Capital’s individual bond portfolios. Alex has over 15 years of industry experience across fixed income sectors including municipals, investment grade corporates, and high yield corporate bonds. He has extensive experience in both buy-side and sell-side trading roles, credit analysis, portfolio hedging strategies and quantitative analysis. He came to Clark Capital from Jefferies, where he served as Vice President. Alex graduated Summa Cum Laude from the University of Pennsylvania with a B.A. in Economics and holds the CFA® designation.
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