About NAVCAP®

NAVCAP® is a third party marketing firm focused on sales, marketing, and active distribution for high quality Unique & Boutique™ asset managers and other related firms. We help investment companies and asset managers NAVigate successfully in the retail marketplace. We specialize in the wholesaling of open-end mutual funds, closed-end funds, exchange traded funds (ETFs), unit investment trusts (UITs), separately managed accounts (SMAs), private equity and alternative investments. NAVCAP® is a group of seasoned wholesalers and specialists in the financial services industry with vast experience, domain expertise and deep relationships at both the retail advisor level and headquarter level.

Why NAVCAP®?

Outsourcing distribution to a third party marketing firm such as NAVCAP® makes perfect sense. Building a wholesale organization from the ground up, finding the right talent, motivating and compensating the investment wholesaler, and generating results is expensive and foriegn to most asset managers...not to mention a huge distraction.

How do you find the right professionals whom are highly specialized, have existing relationships, the right pedigree and are savvy enough to work as intermediaries in distributing your asset management disiplines?

NAVCAP® can be your solution!

With profit margins contracting at many firms, adding more fixed cost is unthinkable. How do you generate sales or additional assets to manage?
 
NAVCAP® can be your solution!

NAVCAP's team of seasoned veterans with a long track record of proven sales should be your answer to successfully increasing your asset size while not incurring the financial risks of building your own (expensive) sales force.

Contact us by clicking here.