Grow With Us
At Strategic Navigators Asset Management, we help advisors grow their careers, attract new clients, and deliver an outstanding client experience. If you’re looking for an opportunity to accelerate the growth of your practice, you might be a good fit for our team.
Why Strategic Navigators?
We offer a platform that allows advisors to concentrate on the things that make them money and allows them to out-source everything else to us.
Planning
We have an experienced planning team to help you analyze your clients’ current portfolio. They will also work with you to understand the goals and objectives for your clients and run a current plan assessment, so you and your clients know where you’re starting from today. Then the planning team will work with you and determine what you’d like to propose so the plan can be created for your presentation and implementation meetings. No more spending your time on planning.
Experience
Our investment management team is highly credentialed (CFA/CFP) and provides sound investment philosophy in the development and implementation of the models we offer. We also have a team of leaders who have helped advisors grow their AUM book from zero to over $100MM and beyond in a very short amount of time. This leadership team took a start-up RIA from less than $100MM to $4B in AUM in 5 years, with the firm being on the Inc. 5000 list for those 5 years straight (and in the top 10 one of those years).
Technology
Our technology makes it easy to open accounts, view accounts, provide client documents, and run reports. A client portal that is white labeled to your firm is also available so clients can view their performance, transactions, history, and share documents via a secure vault from any smart device or computer.
Service
Our service team is second-to-none. We pride ourselves on doing what we say and saying what we do. We hold each other accountable and ensure you receive the white-glove service you and your clients expect. We work with integrity and make it our mission to give the right answer every time, so you don’t have to go back to your client because you received bad information.
Family Office Services
SNAM offers the opportunity for you to present our family office services to your high-net worth clients, so you become the holistic, one-stop option to meet all their needs. You don’t have to worry about coordinating services from multiple different specialties, as our team of attorneys and CPAs are available to meet the demanding needs of your HNW clients.
