A complete list of active advisors currently associated with Navpoint Financial, Inc.

Warmer can help you find a great advisor at Navpoint Financial, Inc. or one who fits your needs even better.

NavPoint serves individual and high-net-worth clients, with particular experience working with corporate executives and clients who hold significant assets inside employer benefit plans. The firm provides discretionary investment management, comprehensive financial planning, and special-project consulting (for example, analysis related to business sales or family law matters). The firm describes a holistic, total-portfolio approach that explicitly incorporates employer benefit plans and concentrated positions when constructing recommendations, and seeks to be cost- and tax-efficient in portfolio design. NavPoint uses a range of strategies — asset allocation, long- and short-term purchases, options, short sales and margin — and adjusts portfolios based on changing markets and client circumstances. NavPoint is noteworthy for managing $752,158,685 in client assets while operating with a compact advisory team, and it generally requires clients to have $3 million or more in assets (though smaller accounts may be accepted). The brochure also discloses several operational features that may be less common among peers: the firm may own investments it later recommends, provides tailored hourly or fixed-fee special projects, does not vote client proxies, and acknowledges custody-related arrangements (including fee billing and third‑party standing letters) that entail additional regulatory reporting.

To learn more about the advisors currently working at Navpoint Financial, 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.