Strategic Partners

Here are some of the value added strategic partners that help make John Navin & Associates so successfull.

Curian Capital

Welcome to A New Era in InvestmentsSM

Curian Capital was launched around a simple idea: to change the way America invests by delivering benefits to mainstream investors that were once reserved for the wealthiest individuals and institutions.
It’s precisely those benefits that are the core focus of Curian’s powerful value proposition:

Delivering Peace of Mind to today’s investors
Investors and regulators alike have demanded transparency and proper disclosure to give investors peace of mind concerning their financial portfolios. Responding to this demand, Curian Capital offers investors Custom Style Portfolios, managed account investments designed specifically to help investors regain their comfort level and confidence in the investment process.
With the investor’s personal goals and objectives in mind, Curian Capital and the John Navin work together to deliver a comprehensive investment plan that reflects the appropriate risk level for the investor.

• Investors receive an Investment Policy Statement or financial “roadmap” customized around their unique objectives and risk profile.
• Curian leverages its internal expertise and that of Rogerscasey, one of the largest investment consultants in the world, to select investment managers and construct portfolios. Each portfolio is designed to pursue optimal performance at the investor’s chosen risk level.
• Curian and its consultant continually monitor every portfolio and every manager in the program, greatly reducing the risks to the investor from pitfalls like style drift or personnel changes.

Putting investors back in Control
Because Curian investors own the securities in their portfolios, they enjoy an unprecedented level of control. They can:

• Exclude an unlimited number of individual securities or 14 social sectors (alcohol, firearms, gambling, military weapons, nuclear power, tobacco, etc.) based on their values or investment constraints.
• Choose from eight tax-management options that help align their tax and investment strategies.
• Choose from Equity and Fixed-Income Implementation Strategies and choose to include or exclude International Equity, Alternative Investment and Real Estate components.

Providing Unparalleled Access to investors
Curian provides clients and their Financial Professionals with 24-hours-a-day, seven-days-a-week access to account information via the Web, including:

• Current account holdings, transaction history, tax information and performance data.
• All fees associated with their accounts.

Additionally, investors have the ability to provide 24/7 viewing rights to other members of their wealth management team (CPAs, attorneys, etc.).
While this article highlights many of the potential benefits of Curian’s Custom Style Portfolios, you should consult with John Navin to learn if a Curian investment might be right for you.

Strategic Coach

Because John is continually focused on growth, he has found great value in being involved in a coaching program throughout his career. By keeping his business and himself on the right track, he is ultimately able to provide the best experience for his clients.

Here is a little background information on the Strategic Coach.

Making a plan for the future.

The Strategic Coach Inc. is an international organization offering practical thinking tools and support structures to help individuals create the personal and professional future they want.

A history of exponential growth.

Dan Sullivan and Babs Smith became life partners when they married in 1986, partnered up again to create The Strategic Coach Inc. in 1988. Together, they’ve grown their business into a team of over 100 employees, with offices in Toronto, Chicago, and the U.K., and have multiplied the company’s net worth ten fold using the principles taught at Strategic Coach®.

Greater freedom and success for entrepreneurs.

The company’s main offering is the Strategic Coach® Program. This unparalleled series of quarterly workshops for successful entrepreneurs is offered across North America as well as in London, England.  In these workshops, entrepreneurs identify their greatest abilities and how they use these talents to create the most value for their business. This awareness allows them to focus on their strengths and build a team whose skills complement and multiply their own. They also focus on strategizing how to grow their business without giving up precious free time or income. Most Strategic Coach® participants find that this new focus greatly contributes to significant increases in their income and free time within the first three years of the Program. Team members and clientele also experience enormous benefits from this increase in clarity and confidence.

Something for everyone.

Strategic Coach® also offers programs for teams, spouses, and young adults based on its proven concepts and straightforward tools. And the company’s Knowledge Products — practical books, audios, and software for sale to the general public — offer everyone the opportunity to connect with their goals, magnify their confidence, and unlock their future.

Morningstar

By using an independent company to analyze his clients’ portfolios, John is able to provide evidence if a portfolio is under or over performing the benchmark and then make the appropriate changes. Below is a little information on Morningstar.

Independent. Insightful. Trusted

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Our mission is to create great products that help investors reach their financial goals. We offer an extensive line of Internet, software, and print-based products for individual investors, financial advisors, and institutional clients.

Morningstar is a trusted source for insightful information on stocks, mutual funds, variable annuities, closed-end funds, exchange-traded funds, separate accounts, hedge funds, and 529 college savings plans. With operations in 19 countries, we currently provide data on nearly 325,000 investment offerings worldwide.

Financial advisors and other investment professionals turn to Morningstar for tools that help them research, analyze, present, and support their investment ideas. They value Morningstar’s professional software and Web-based products for their comprehensive content and flexible functionality. Our main tools for advisors are Morningstar® Advisor Workstation, a Web-based investment planning system, and Principia®, CD-ROM-based investment research software. We also offer an asset management service, Morningstar® Managed Portfolios, to help advisors construct investment portfolios for their clients.

TD Ameritrade Institutional

TD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, Independent Registered Investment Advisors (RIAs) and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively, while optimizing time with clients.

Additionally, TD AMERITRADE Institutional provides a robust offering of products, programs and services. These services are all designed to help advisors build their businesses and do the best possible job they can to help their clients with their financial goals.

At TD AMERITRADE Institutional, we are committed to advocating on behalf of advisors and their clients on important issues like the Broker-Dealer Exemption Rule. We understand the importance of being a fiduciary and remain firmly on our advisors' side.

TD AMERITRADE Institutional is a division of TD AMERITRADE, Inc.