Navpoint Financial, Inc.

NavPoint serves individual and high-net-worth clients, with particular experience working with corporate executives and clients who hold significant assets inside employer benefit plans. The firm provides discretionary investment management, comprehensive financial planning, and special-project consulting (for example, analysis related to business sales or family law matters).

The firm describes a holistic, total-portfolio approach that explicitly incorporates employer benefit plans and concentrated positions when constructing recommendations, and seeks to be cost- and tax-efficient in portfolio design. NavPoint uses a range of strategies — asset allocation, long- and short-term purchases, options, short sales and margin — and adjusts portfolios based on changing markets and client circumstances.

NavPoint is noteworthy for managing $752,158,685 in client assets while operating with a compact advisory team, and it generally requires clients to have $3 million or more in assets (though smaller accounts may be accepted). The brochure also discloses several operational features that may be less common among peers: the firm may own investments it later recommends, provides tailored hourly or fixed-fee special projects, does not vote client proxies, and acknowledges custody-related arrangements (including fee billing and third‑party standing letters) that entail additional regulatory reporting.