1148 Legacy Crossing Blvd. Ste. 300 Centerville, UT 84014

info@wealthnavigation.com  |  801.335.8200

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Securities offered through Arete Wealth Management, LLC member FINRA/SIPC/NFA

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Investment Management

Wealth Navigation’s investment philosophy is to construct portfolios with behavioral characteristics of underlying holdings at the forefront. The performance of these asset categories in times of stress is essential to asset protection and consistency of portfolio returns.

We divide our portfolios into three primary asset categories:
 

1.  Equity

2.  Fixed
3.  Non-Correlated

 

Within these three asset categories we go deeper into many underlying asset classes to create what we consider true diversification.


The due diligence we perform on funds and their managers sets us apart from other firms. We have a well-defined process and an accredited, experienced investment committee that is able to identify top-tier managers and opportunities.