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


Investment & Portfolio Monitoring

Investment & Portfolio Monitoring

 Personalized Homepage

 Account Details

 Investment Reports

 Document Vault 

Custodian Access

Our Process

For assets custodied with Schwab

Our History

For assets custodied with Pershing

Our Values

For assets custodied with NFS


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