A complete list of active advisors currently associated with Investment Navigation LLC

Warmer can help you find a great advisor at Investment Navigation LLC or one who fits your needs even better.

Investment Navigation LLC provides discretionary and non‑discretionary investment management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, other investment advisers and 529 accounts. The firm also offers ERISA plan services and can act as either a 3(21) advisor or a 3(38) investment manager for qualified retirement plans. The firm tailors portfolios to client objectives using fundamental analysis and modern portfolio theory, and it may exercise discretionary trading authority when authorized by a client. Investment Navigation also leverages third‑party platforms — including Envestnet’s Private Wealth Management program, Altruist’s model marketplace, unified managed account and strategist programs — to access model portfolios, sub‑advisors and tax management tools. Several features distinguish the firm from typical solo independents: it is formally affiliated with other investment adviser platforms and with an insurance business owned by the firm’s principal, who devotes a substantial portion of professional time to insurance activities and may offer insurance products to clients (a relationship the brochure discloses as a potential conflict). The firm’s small scale — roughly $7.8 million in assets under management across 11 clients — combined with its ERISA 3(21)/3(38) pension consulting work and multi‑custodian platform relationships (including Shareholders Service Group and Ascensus) is atypical for a single‑advisor practice.

To learn more about the advisors currently working at Investment Navigation LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Patricia Blagojevich	Chicago, IL	13

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