Navigator® Diversified Portfolios

A suite of fully diversified, tailored strategies

Allocation
APPROACH

Designed to navigate changing market conditions, Navigator® Diversified Portfolios are actively managed by our team of portfolio managers. Each allocation is fully diversified, combining multiple strategies and asset classes into a single account. Strategies are comprised of ETFs and are offered in five risk comfort zones.

Each risk profile consists of approximately 4 to 5 investment strategies
Navigator® Diversified Portfolios offer access to actively managed strategies that are designed to adapt to changing market conditions.
Multiple assets classes and methodologies in one streamlined account
By combining varying investment approaches into a single portfolio we seek to build a diversified portfolio across equities and fixed income.
Available in five different risk profiles
Navigator® Diversified Portfolios are designed to help you stay on track to achieve your unique goals and objectives.

Get to Know the People Behind the Portfolios

Related Insights

Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap

Benchmark Review & Monthly Recap, October 2026

November 5, 2026
After being one of the few areas of strength in September, large-cap growth stocks struggled in October. Value companies continued to exhibit clear leadership for the year. Small-cap stocks advanced modestly in October and held on to solid year-to-date gains. See Table 1 for October, Q3, and YTD returns.

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Market Updates
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Market Update: Midterm Elections

November 4, 2026
Good news! The results are in and the political texts and commercials can stop. As expected, the Democratic party swept both the House and Senate, setting the stage for a divided government for the next two years.

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Market Updates
Market Updates

Market Update: Observations on the FOMC Meeting and Upcoming Midterms

October 28, 2026
Producer and consumer prices indices came in a little hotter last week, paving the way for the Federal Reserve to hike interest rates for the first time since July 2023. As expected, the Fed obliged and lifted overnight rates by 0.25% to a range of 3.75% to 4% today.

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