Portfolio Management

Written by admin on Jun 07, 2017

Navigo’s unique investment management approach seeks to minimize volatility as much as possible and provides our clients with steady investment performance and consistent portfolio growth over time. Rather than focus on beating an arbitrary market index from period to period, our objective is to have positive returns during every 12-month period. With a combination of active and passive investing styles and utilization of our proprietary Market Assessment tool, we have come close to achieving that.

We bring together many complementary portfolio investments and strategies and have signals that allow us to move along a risk continuum according to our Market Assessment tool. We make relatively few transactions during the year, but they are impactful. Our methodology allows us to fully participate in strong bull markets while still being able to protect portfolios when markets enter more bearish periods. By minimizing portfolio losses over time, our portfolios are positioned to handily beat equity and balanced markets over the long haul.

Posted By Navigo Wealth Management

Client First

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.

Proven Strategies

We employ an investment methodology and strategies that are proven to consistently grow your portfolios in both bull and bear markets.

Unlimited Options

As an independent firm, we have access to unlimited investment options and provide you with unbiased advice.