Investment Management

Wealth Navigation Advisors – Investment Philosophy

Our investment philosophy is to construct institutional quality portfolios with behavioral characteristics of the underlying holdings at the forefront. The performance of these asset categories and their relationship to one another is essential to asset preservation, consistency and portfolio growth.

We divide our portfolios into three primary asset categories:

Equity-Based
Fixed-Based
Strategic Alternatives

Based on a client’s goals, risk appetite and other factors, we customize portfolio strategies to ensure your continued success.  Within these three macro asset categories we go deeper into underlying asset classes to create what we consider true diversification.

We have a refined process and a team of accredited, experienced professionals to identify top-tier managers and strategies.