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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.

Get to Know the People Behind the Portfolios

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