NAVIGOE, LLC

Overview

Navigoe, LLC is an independent registered investment adviser organized as a limited liability company and operating since 2013. The firm positions itself as a capital allocator serving both individual and family clients and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Fee arrangements mix percentage-of-AUM billing with fixed fees. Navigoe is not identified as an active ESG investor and operates under a single-state registration profile.

Assets & Accounts

Investments & Alternatives