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
Market Updates
Market Update: Crisis in the Middle East, Again, and Amplified
June 23, 2025
Tensions in the Middle East have escalated further, with Israel and Iran exchanging missile and aerial attacks. Over the weekend, the U.S. became directly involved, targeting Iran’s nuclear facilities.
Learn More
Market Outlook
2025 Mid-Year Market Outlook Resource Center
June 18, 2025
The economy has remained very resilient in the face of building headwinds from tariffs, budget negotiations, and flip-flopping policies from Washington, D.C.
Learn More
Monthly Moves
Monthly Moves: Charting Our Strategies, May 2025
June 9, 2025
Optimism surrounding easing tariff tensions prompted a strong market rally. The S&P 500 Index rose 6%, posting its best May since 1990.
Learn More
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