Navigrowth

Navigrowth is a tactical ‘moderate growth’ strategy that will invest in mutual funds and ETFs. The strategy is unconstrained in nature which allows it to invest in a variety of asset classes both domestic and international. There are no restrictions on the risk level or investments chosen and the strategy may hold concentrated positions.

The goal is to moderately participate in the equity markets while avoiding catastrophic bear market losses. Specialty investments with greater volatility will be used from time to time to hedge risk and provide for smoother returns.

Risk managed policies employ the use of cash during adverse conditions; these positions could at times be 100%.

Inception Date

12/1/1987

n
Investment Vehicles
Mutual Funds & ETFs
P
Direct Custodians
Fidelity Investments
TD Ameritrade
Available Platforms
Envestnet
Adhesion
Z
Model Marketplace
Riskalyze

We invite you to connect with us to learn more about this strategy’s objectives and how it is best utilized.