Intelligent Distribution®
NAV Capital Partners, LLC d/b/a NAVCAP®
NAVCAP® was Founded by Ralph Allen; Inception Date: September 14 2008; Incorporation Date: September 9, 2009; Operating Agreement Effective Date: January 1, 2010.
NAVCAP® is a financial intermediary. NAVCAP® specializes in wholesale investment sales, marketing, and distribution primarily to large retail Broker Dealers/BD and Registered Investment Advisor/RIA firms; Bank of America Merrill Lynch (BAC), Morgan Stanley Smith Barney (MS), UBS (UBS AG), Wells Fargo Advisors (WFC), Stifel Nicolaus (SF), Raymond James (RJF), et al.
NAVCAP® is focused on the distribution of Mutual Funds, Unit Investment Trusts/UITs, Alternative Investments/AI, Exchange Traded Funds/ETFs, and Separately Managed Accounts/SMA.
NAVCAP® is a group of seasoned specialists in the financial services industry with tenured experience, domain expertise, and industry know-how.
NAVCAP® was founded September 14, 2008, infrastructure was established and built-out in 2009, sales began in mid 2010, and today NAVCAP® has more than 15 experienced wholesale specialists and Partners throughout the United States in targeted money centers. NAVCAP® sales through Q1/2012 exceed $1.5 billion LTD; assets raised on behalf of our clients.
NAVCAP® = Intelligent Distribution®
Why NAVCAP®?
Outsourcing distribution to a third party marketing firm like NAVCAP® makes perfect sense. Building a wholesale sales force from the ground up, finding the right talent, motivating and compensating the investment wholesalers, and generating results is expensive and foreign to most asset managers… not to mention a huge distraction. How do you find the right professionals who are highly specialized, with existing relationships, with the right pedigree, and savvy enough to work as intermediaries in distributing your asset management disciplines?
NAVCAP® could be the missing piece for your wholesale distribution strategy...
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Any information provided has been prepared from sources deemed to be reliable, but is not guaranteed to be a complete summary or statement of all available data necessary for making an investment decision. Past performance is not a guarantee of future results. Price and yield are subject to daily change and as of the specified date. Any information provided is for informational purposes only and does not constitute a recommendation. Please consult your financial advisor for suitability, risk analysis and other financial planning suggestions.