Navigator Accounts

Asset Class: Allocation

Bullseye Target Date Retirement

The Navigator Target-Date Retirement Account allocates stocks, bonds, and cash for investors already in or entering retirement. These portfolios tend to be managed to more of a conservative asset-allocation str... More...

Navigator Tactical Allocation

The Navigator Tactical Allocation Account strives to provide capital appreciation and current income by actively shifting allocations across investments. These portfolios have material shifts across equity regi... More...

Navigator World Allocation

The Navigator World Allocation Account strives to provide both capital appreciation and current income by investing in three major areas: stocks, bonds, and cash. The portfolio manager primarily focuses on the ... More...

Navigator Convertibles

The Navigator Convertible Bond Account strives for capital-appreciation potential of stock portfolios while also supplying some of the safety and yield of bond portfolios. It focuses on convertible bonds and co... More...

Navigator Allocation 85+

The Navigator Allocation—85%+ Equity Account strives for both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. The account is automatically balanced eac... More...

Navigator Allocation 70/85

The Navigator Allocation—70% to 85% Equity Account strives for both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. The account is automatically balanc... More...

Navigator Allocation 50/70

The Navigator Allocation—50% to 70% Equity Account strives for both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. The account is automatically balanc... More...

Navigator Allocation 30/50

The Navigator Allocation—30% to 50% Equity Account strives for both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. The account is automatically balanc... More...

Navigator Allocation 15/30

The Navigator Allocation—15% to 30% Equity Account strives for both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. The account is automatically balanc... More...