Industry Professionals - Investment Advisors and Financial Planners
Navion offers advisors the ability to transition from the broker-dealer environment to the Registered Investment Advisor environment by providing the regulatory and service infrastructure to allow them to grow their businesses in a responsible, professional and profitable manner.
In addition to providing industry-leading investment and business management tools, we also offer optional shared-revenue services such as financial planning, insurance, and qualified plan services. These services can help insulate you from competition from Certified Financial Planners, insurance agents, and qualified plan sellers.
We also offer portfolio rebalancing as a premium option so that advisors may concentrate on their business relationships and core client offerings.