What's New?


New telephone System

Next week we are scheduled to implement a new telephone system, so if you have any difficulty getting through, please be persistent. The vendor assures us everything will go smoothly, but...

By Appointment Only

We are changing the walk-in policy at our office location here in Davis. We are all out "in the field" more and more, so we will receive visitors by appointment only.

Who Do You Know?

Navion is currently offering advisors in the broker-dealer environment a path to true independence.   If you or someone you know would benefit from being part of a team of fiduciary advisors, let us know!

Does your portfolio reflect your tolerance for risk? Use this online questionnaire to find out.

Looking for Something?

If you do not see a recently posted article under Our Blog, click on Market Commentary. It seems our web provider takes a few hours sometimes for new items to show. Thanks!

For previous blog posts, click on Blog & Market Commentary above.

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.

For advisors and financial planners already in the independent channel, compare our offering!

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