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 Director of Research David directs the ongoing research into security selection and portfolio strategies used to enhance the firm’s Navigator® Investment Solutions. In the late 1970s, David began to develop economically based, quantitatively driven econometric models. He has also developed technical models used to enhance relative returns and reduce the risks of ETF and fund based products. David was formerly President and Chief Investment Officer of RTE Asset Management which merged with Clark Capital in 2005. He holds a degree in Electrical Engineering from Lehigh University.
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