Navigo’s clients in the medical field have direct access to one of our advisors, Chase Cawyer M.D., M.B.A, who is a practicing physician himself. Understanding the unique financial timeline and circumstances of physicians, he can provide comprehensive aid and advice with financial matters beyond their portfolios with Navigo. His services include helping with loan repayment
Through our strategic relationship with Blueleaf Wealth, we provide our clients with the capability to assess investment performance for all of their managed accounts over any period of time, and it directly compares performance to that of selected index benchmarks. It also serves as an asset aggregation tool as clients can link in all of
Protecting wealth while you can enjoy it is important and is inherent in our investment management discipline. We are able to combine our active and passive style of investment management with our Market Assessment Tool to generate more consistent returns year in, year out regardless of the market environment. Our active portion moves along a
As fiduciaries, our commitment is first and foremost to our clients and their financial future. Our fee-only structure creates a common goal between you and your advisor.
We employ an investment methodology and strategies that are proven to consistently grow your portfolios in both bull and bear markets.
As an independent firm, we have access to unlimited investment options and provide you with unbiased advice.
