Our philosophy at Trust Navigator is to provide the most cost-efficient account services for each and every one of our clients. As a Registered Investment Advisor, we provide access to a variety of custodial relationships. We can objectively analyze a client's individual needs and create a plan to meet any unique financial goal. We can provide unbiased advice and a high level of personal service. We feel strongly that our clients should feel confidence in the institution where their assets are held.

All of the custodians offered through our platform are well protected under the Securities Investor Protection Corp. (SIPC). SIPC provides up to $500,000 to protect the securities per customer, in each separate account capacity, with a limit of $100,000 for claims of cash balances. In addition, all of our custodians carry excess protection coverage. This protection does not cover an investor for fluctuations in the market value of securities, rather for anti-fraud. Our clients rely on our experience, integrity, and ongoing commitment to their success.

Trust Navigator does not operate utilizing a broker-based money management platform. We believe that our clients are best served by having the flexibility to utilize the brokers and money managers they are most comfortable with, whether or not they are part of our recommended team. We offer those clients who choose their own brokers and managers the same value added services of asset consolidation and reporting as our other clients, and therefore provide the same cost-effective overall investment opportunities.