Portfolio Management

How we manage investment portfolios for our clients.

  • 1. Set Investment Policy

    Using your risk profile, investment timeline, goals, and current resources, our team will establish an investment policy for your portfolio allocation.

  • 2. Monitor

    We monitor your portfolio and are alerted any time a change in your account value causes more than a 10% shift from the recommended allocation outlined in your investment policy.

  • 3. Rebalance

    We will periodically realign your portfolio according your investment policy on a quarterly, semi-annual, or annual basis, depending on the type of investment.

  • 4. Review and Update

    We seek to meet with our clients at least annually to review progress and discuss account performance. 

Our Philiosphy

We believe that discipline and behavior are the most important elements of a good investment strategy.

  • Behavior Matters

    Let's face it, our decisions are often driven by our emotions. When it comes to investing, emotions can cause you to make poor decisions. Excitement may cause you to hold on for too long, or fear may cause you to sell at the wrong time. A sound investment strategy is built around consistent behavior and rigorous discipline.

  • Diversification

    If history was an accurate indication of future results, historians would be some of the richest people on earth. Chasing last year's top performing assets may be fun and exciting, but it's not always the most logical approach.On the other hand, both a logical and emotional case can be made for broadly diversifying your portfolio.

  • Long-Term Perspective

    You wouldn't get out of your car and start walking just because you hit some traffic, right? In the moment, it may seem like walking is a better option, but we know that sticking it out will eventually get us where we want to go much faster.


    Along the same lines, you shouldn't abandon an investment just because it's not currently performing well. There may be other reasons to change your strategy, but it shouldn't be because of an emotional reaction.

  • Name

Securities offered through Securities Service Network, Inc., Member FINRA/SIPC . Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investment products and services available only to residents of AL, AR, AZ, CA, CO, DC, DE, FL, GA, IN, ME, MD, MA, MI, MO, MS, NV, NH, NJ, NY, NC, OH, OR, PA, RI, SC, TX, VA, WV, WI. Fee-based advisory services offered through SSN Advisory, Inc., a registered investment advisor. These services are available only to residents of CA, DC, DE, GA, MD, MI, NH, NY, NC, PA, SC, VA.

Only the following consultants working with Federal Navigators are affiliated with SSN and SSN Advisory, Inc.: Ryan Dunn, Dan Searles, Laura Stohlman, John Stohlman, Suzanne Wheeler, and Phyllis Maas. Other consultants working with Federal Navigators are in no way affiliated with, endorsed or sponsored by SSN, SSN Advisory Inc., Medallion Financial Group, Ladenburg Thalmann Financial Services Inc. Federal Navigators and its consultants are in no way affiliated with the Federal Government or any U.S. Government agency.

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