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Investment Process Flowchart
Investment Managers
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Custodians


Conclusion
A consistency and adherence to the manager’s past style provides a discipline that creates ongoing out performance. We select managers because they are among the best within their style. We do not base any of our manager selection decisions on the size of the organization or on the popularity of their name. The managers we select may or may not be household names. If they are a large organization, we typically will only use their products that we have determined to be their strongest, we do not create a partnership with a firm and use all of their strategies in order to have a large selection of products on our platform. We take the time and effort to maintain the quality of our
product offering – we feel our platform of managers is one of our strengths.

From the TrustNavigator standpoint, we view the managers on our platform as partners in our business. We are continually working with the portfolio managers to provide a superior money management product to our clients. By only using managers that we would be comfortable using ourselves, we are able to stand behind our product and deliver the superior money management our clients deserve.

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