Managed-Money through Clark Capital Management Group, Inc.

WALT ST’s strategic partnership with Clark Capital Management Group, Inc an unaffiliated Registered Investment Advisor was formalized in 2003.

The partnership created five portfolios under Clark Capital Management’s Navigator Asset Management (NAM) unit, Navigator Premier program. 

As defined by Clark Capital Management the Navigator Premier program is a flexible program that allows for managing customized equity, balanced and fixed income portfolios. The equity portfolios are focused on high quality, large cap stocks. Tax-free and Taxable fixed income portfolios are focused on total return.

WALT ST currently manages six portfolios under the Navigator Premier program: (1) Conservative/Balanced Growth Portfolio, (2) Growth Portfolio, (3) DENT Demographic Growth Portfolio, (4) Maximum Growth Portfolio and (5) Aggressive Growth Portfolio.

Portfolios managed at Clark Capital Management utilize Pershing as the broker/dealer custodian. 

For more information regarding the programs and portfolios you should read the Clark Capital Disclosure Document and the WALT ST ADV part II.

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