A complete list of active advisors currently associated with Navigar Advisors, Inc.
Warmer can help you find a great advisor at Navigar Advisors, Inc. or one who fits your needs even better.
The firm provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients, offering investment supervisory services across mutual funds, equities, fixed income, ETFs, REITs, private placements and other securities. It prepares a written Investment Policy Statement for each client and implements portfolios on a discretionary basis, while also offering hourly financial planning engagements. Its investment process is driven by client‑specific IPS documentation and uses a blend of analytical methods — charting, fundamental, technical and cyclical analysis — alongside long‑ and short‑term trading and options strategies (including covered calls and hedging). Account reviews are performed for policy and risk‑tolerance alignment and the adviser conducts trade execution through a designated custodian. The firm’s principal maintains an ongoing affiliation with a commercial real estate brokerage and holds insurance licenses, and the brochure discloses that real estate or insurance products may be offered to clients on a commissionable basis, a potential conflict of interest that is disclosed. The firm also requires use of its recommended custodian for execution and typically delivers a one‑time financial plan with optional paid follow‑up rather than continuous planning reports, features that distinguish it from many peers.
To learn more about the advisors currently working at Navigar Advisors, Inc., 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.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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