As a Registered Investment Advisor, we know it’s important to meet a broad range of investor needs. With Navian Capital you’ll have access to a broad range of fee based offerings as well as have the ability to build and develop a custom product to meet those specific needs. Market-Linked CDs and Structured Notes offer exposure to a variety of markets, including domestic and international equities, commodities, currencies and fixed income. You’ll have an efficient means to attain the true benefits of portfolio diversification, allowing your clients to conveniently invest in alternative asset classes that they may not otherwise have the opportunity to invest in.
Structured Products from Multiple National Issuers
Navian Capital has access to a diverse list of structures from many national issuers that are available for third-party distribution. These include but are not limited to, JPMorgan, HSBC, Barclays, Bank of the West, BNP, Citi, and Wells Fargo.
Navian Capital’s Relationship Team provides dedicated training and education on an ongoing basis. Because we build them, our team understands the intricacies of each product.
Structure Due Diligence
As a service to our RIA clients, Navian Capital conducts and provides analysis of all products to provide a comparison among RIA-selected products or custom products built with offerings throughout the marketplace. This service is available for market-linked CDs, structured notes, fixed annuities, indexed annuities, and variable annuities.
Customized Web Application
In addition to on-the-ground support, Navian Capital has a personalized web application, which contains educational resources, performance reporting, final product documents, as well as customized product information specific to your firm’s products.