Navpoint Financial, INC.

NavPoint Financial is a registered investment advisor based in Minnesota that has been in business since 1997. NavPoint Financial offers personalized investment management, comprehensive financial planning, and special project consulting. The firm specializes in working with individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate executives who may have complex financial situations, such as concentrated stock positions or employer benefit plans. NavPoint Financial approaches portfolio management holistically, taking into account all of a client's financial assets—including outside accounts and employer plans—to match their specific goals, risk tolerance, and time horizon. Investment strategies include fundamental, technical, and cyclical analysis, asset allocation, long- and short-term purchases, options, margin transactions, and short sales. NavPoint Financial typically requires a minimum account size of $3 million, though smaller accounts may be accepted at the firm's discretion.