Navigator® Diversified Portfolios
A suite of fully diversified, tailored strategies
Allocation
- Multi-Asset Class
APPROACH
- Blend
FOR ADVISORS:
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
Monthly Moves
Monthly Moves: Charting Our Strategies, August 2026
September 8, 2026
We continue to see one of the strongest earnings periods in recent history, with S&P profits up 30% in the second quarter, led by Tech's 58% growth. The results reflect solid revenue that outpaced the economy by 7% and strong operating leverage, driving incremental margins of 38% for the market and 60% for Technology.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, August 2026
September 4, 2026
Large-cap growth stocks have been under pressure in recent months as the market has been scrutinizing the massive spending on the AI buildout.
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Office Hours
Inside the FOMC
August 20, 2026
In this Office Hours, Senior Client Portfolio Manager Peter Eisenrich®, CFA, explores the strategy and dynamics of the Federal Open Market Committee under the new Chair Kevin Warsh.
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