Navigator's clients have varying objectives, challenges, risk tolerances, time lines and tax liabilities.  We bring a customized approach to the planning and management of your assets.

Navigator seeks to deliver consistent top-tier performance generated by thoughtful and disciplined approach to investing.

Shorter Time Horizon

Low Risk Tolerance

Fixed Income (Taxable or Municipal Bonds)

Fixed Income and Dividend Focus

Growth & Income Portfolios

Longer Time Horizon

Higher Risk Tolerance

Fixed Income and Core Equity

Core Equity Portfolio

Aggressive Equity Portfolio