OUR CLIENTS

1

We are a boutique investment management firm and, unlike banks and large money managers, clients have a direct relationship with the portfolio manager. The portfolio manager will personally meet with clients to assess their goals and risk tolerance levels. This ensures that an appropriate investment strategy is implemented. Having direct access to the portfolio manager creates a more personalized experience. The focus is on the person first; then their money.

In addition to personalized service, clients can feel comfortable to ask Nicole for access to any of her advisors in the following fields: insurance, law, real estate, precious metals, tax and accounting.

INDIVIDUALS, FAMILIES AND CORPORATIONS

Our clients tend to be people who own their own business or are too busy focusing on their careers, hobbies or other interests to invest time and energy in managing their money. Existing clients are our referral base so we do not have to actively market our services.

WOMEN AND INVESTING

Navroc was founded by a woman. We know how women think and feel about investing. We aim to create a comfortable and open environment where women can ask questions without fear of judgment. We actively listen to what they say to form an investment policy that reflects their needs and risk tolerance. Our goal is to create trust and develop bonds that will last a lifetime.