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
Multiple assets classes and methodologies in one streamlined account
Available in five different risk profiles and in tax aware formats
Get to Know the People Behind the Portfolios
Related Insights
Benchmark Review & Monthly Recap, May 2025
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Investor Market Update, May 2025
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Monthly Moves: Charting Our Strategies, April 2025
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