Navalign, LLC
Navalign, LLC is a fiduciary wealth management and financial planning firm headquartered in Encino, California, United States. The firm was founded in approximately 2011 and operates as a Registered Investment Adviser. With around 9 employees, Navalign serves mostly individual clients, including both high net worth and other individuals, as well as some pension and profit sharing plans. The team provides comprehensive investment, wealth management, and financial planning services, and is focused on delivering advice that aligns with clients' best interests.
Investment Strategy
Navalign, LLC provides discretionary investment management with a focus on diversified portfolio construction for individuals (including high-net-worth clients) and retirement plans. The firm seeks to balance growth and risk by allocating assets across a mix of sectors and investment vehicles, primarily using equities and ETFs. Navalign emphasizes long-term planning, fiduciary advice, and tailored strategies to meet each client’s financial goals, managing portfolios to adapt to market opportunities and clients' evolving needs.
Top Holdings
Equity Positions (115)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FBND | FIDELITY MERRIMACK STR TR | 11.39% | $41.3M | 902,915 | $45.81 | $45.75 | +$1.7M |
S SCHP | SCHWAB STRATEGIC TR | 7.47% | $27.1M | 1,014,827 | $27.95 | $26.68 | -$588.4K |
I IJR | ISHARES TR | 5.90% | $21.4M | 195,745 | $107.13 | $109.29 | +$1.4M |
V VIGI | VANGUARD WHITEHALL FDS | 5.79% | $21.0M | 232,954 | $79.59 | $90.12 | +$1.3M |
A AAPL | APPLE INC | 5.74% | $20.8M | 101,445 | $131.69 | $205.17 | -$1.9M |