Navis Portals

We provide our clients with access to the same portfolio monitoring and financial planning programs that our team utilizes on a daily basis. Information is continuously updated so that our clients can receive real-time updates with respect to their portfolio and/or financial plan.

Your Portfolio at Your Fingertips

Your Portfolio at Your Fingertips

Accessible at home or on-the-go

Google Play     Apple Store

   Desktop

Investment & Portfolio Monitoring

Investment & Portfolio Monitoring

✓ Personalized Homepage

✓ Account Details

✓ Investment Reports

✓ Document Vault 

Custodian Access

Our Process

For assets custodied with Schwab

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Our History

For assets custodied with Pershing

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Our Values

For assets custodied with NFS

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