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Navigator® Total Wealth Strategies

A suite of fully diversified, tailored strategies for the high net worth market

Allocation
  • Multi-Asset Class
APPROACH
  • Blend
FOR ADVISORS:

Designed to navigate changing market conditions, Navigator® Total Wealth Strategies are actively managed by our experienced team of portfolio managers. Each allocation is fully diversified, combining multiple strategies and asset classes into a single account. Strategies are offered in five risk comfort zones and are available in tax aware formats. These strategies are designed to help enhance and protect your clients’ wealth, so they can stay on track to achieve their unique goals and objectives.

Each risk profile consists of approximately 5 to 10 investment strategies managed by our Investment Teams
Navigator® Total Wealth Strategies offer access to institutional quality investments that are actively managed; individual securities are used whenever possible to help keep costs low.
Multiple assets classes and methodologies in one streamlined account
Our disciplined top-down and bottom-up investment approach seeks superior returns across a diversified blend of equities, fixed income and alternatives in a single portfolio.
Available in five different risk profiles and in tax aware formats
Navigator® Total Wealth Strategies are designed to help you stay on track to achieve your unique goals and objectives.

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Monthly Moves: Charting Our Strategies, April 2026 Page Link
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Monthly Moves: Charting Our Strategies, April 2026

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By Sean Clark, CFA®
April was shaped by ongoing geopolitical tension and narrow market leadership. Escalation in the Iran conflict early in the month pushed oil prices higher, pressuring equities and reinforcing inflation concerns.

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Benchmark Review & Monthly Recap, April 2026 Page Link
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Benchmark Review & Monthly Recap, April 2026

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Saying equity markets recovered in April would be an understatement. After selling off sharply in March as the Iran conflict escalated, equities rallied in April as cease-fire talks progressed. While the conflict is clearly not over, the market reacted positively to steps in that direction and robust earnings with a strong rally in April. See Table 1 for April, Q1, and YTD returns.

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1st Quarter 2026 Economic and Capital Market Review Page Link
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1st Quarter 2026 Economic and Capital Market Review

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Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.

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