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

Login
Our History

For assets custodied with Pershing

Login
Our Values

For assets custodied with NFS

Login

Have a Question?

Thank you!
Oops!