Since Navigoe was founded in 1996, our firm has maintained a consistent investment philosophy and discipline that has helped clients successfully navigate through every phase of their lives.
The most important outcome of an investment strategy is achieving your goals. That’s why our investment philosophy focuses first on minimizing risk, then on maximizing returns. Building on a foundation of academic principles, we employ a disciplined approach to maintain appropriate levels of risk and tax management, which helps protect the wealth you’ve already earned while growing it even further.
Navigoe’s methodology is based on decades of academically sound, thoroughly tested research that was developed, modified and improved upon by some of the world’s leading economists. Our approach to portfolio management focuses on market efficiency and asset allocation, not market timing or stock picking.
Emotions (especially greed and fear) cause many investors to buy high and sell low. Disciplined investment management means maintaining appropriate levels of risk through systematic rebalancing, managing taxes through smart asset allocation and asset location, as well as strategic planning to maintain desired cash flow through up and down markets.
Navigoe has maintained the same investment strategy since Founder Scott Leonard started the firm in the mid 1990s. As he often says, “If it’s not broke, don’t fix it.” This consistency instills peace of mind that our approach is time-tested and market-proven, not driven by the latest “hot” strategy or great stock pick.
As an integrated part of our wealth management services, Navigoe’s investment consulting creates the highest probability of reaching your goals by guiding you through the process of creating an Investment Policy Statement, implementing your customized strategy and monitoring your individual investments over time. This service includes:
Live the best life possible by collaborating with us to design a strategy, implement those plans and monitor your progress.Learn more
Develop an integrated tax strategy to minimize taxes over your lifetime.Learn more
Work with an estate partner who can help develop a estate plan that represents your financial legacy and continues your financial plan.Learn more