NAVIANT PARTNERS, LLC

Overview

Naviant Partners, LLC is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm emphasizes equity exposure as its core allocation, managing portfolios and providing financial planning for individuals, small businesses and institutional clients. Service offerings include portfolio management, pension consulting and selection of third‑party advisers, and the firm bills through a mix of percentage‑of‑AUM, hourly and fixed fees. Investment activity centers on liquid public equities held in managed accounts, with the firm also using external managers to access less correlated return streams. Naviant Partners does not identify as an active ESG investor and operates with a single‑state registration profile for advisory activity. Its business model combines discretionary portfolio management with advisory services that include selection and oversight of external managers when clients require specialized alternatives or hedge fund exposure.

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Public Holdings

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Location & Offices