Strengthen your Advisory Business with Navigate
There are many aspects to running your advisory business beyond servicing clients. Our portfolio management, marketing and back-office support, technology, processes, and partnership opportunities are here to support you as you work to grow your business or prepare to transition your firm.
Grow Your Business
For advisers and financial professionals looking to improve their customer experience and grow their level of assets under management, we offer practical ways to get the type of support you need so you can do what you do best.
Sub-Advisory Partnership
If you’re interested in securing help to manage your back office or portfolio management, our sub-advisory option increases your ability to personally serve your clients with confidence the details are covered. With this level of support, you will have margin to grow your business at a greater rate and build your own brand.
Join Navigate
Our most comprehensive level of support, the opportunity to join Navigate allows you to focus on serving your clients with the full backing of the existing Navigate brand, reputation, technology, and processes.
CPA Support
Expand your business by offering asset management as a new service to your clients. By partnering with Navigate, you can continue to work in your area of expertise while we handle asset management for you.
Prepare to Retire
After decades of relationship-building, asset management, and business growth, it can feel impossible to start the off-ramp toward retirement, especially if you manage less than $100 million. We honor the business you’ve built, no matter the size of your firm, and we want to give you peace of mind knowing your clients are cared for as you transition your firm.
Sub-Advisory Support
Our team can ease the load of client care by handling back-office items or portfolio management. This mid-level support offers you the freedom to focus on your firm’s transition plan and your progress toward retirement while still maintaining relationships with your clients.
Integrate with Navigate
This is our top level of support, where your firm can join Navigate, giving you the opportunity to care for clients and have complete confidence in their continued service once you retire. We will integrate your business with our brand, reputation, technology, and processes.
To learn more about growing with Navigate, contact Johan Grahs or Caleb Hopkins.