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
Gauging The Economy
2nd Quarter 2025 Economic and Capital Market Review
July 24, 2025
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.
Learn More
Monthly Moves
Monthly Moves: Charting Our Strategies, June 2025
July 8, 2025
Optimism surrounding easing tariff tensions prompted a strong market rally. The S&P 500 Index rose 6%, posting its best May since 1990.
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Market Updates
Market Update: Tax & Spending Bill Passed, Tariffs Still in Flux
July 7, 2025
On July 4, President Trump signed into law the One Big Beautiful Bill Act.
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