INVESTMENT NAVIGATION LLC

Overview

Investment Navigation LLC is an independent registered investment adviser that serves individuals, families and small institutional clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm charges fees as a percentage of assets under management and also uses hourly billing for certain engagements. Investment strategy centers on pooled public vehicles—primarily mutual funds—and the firm does not position itself as an active ESG investor. With modest total assets, the firm appears to favor core diversified exposures through mutual funds rather than concentrated single-stock bets. Pension consulting is listed among its advisory activities, but its business profile is more heavily weighted toward individual and family relationships and customized planning engagements than large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices