navi uant

capital management

financial professionals

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Financial Professionals

Investments are plentiful in this day in age, yet surprisingly differentiation is still hard. Clients expect more differentiation, low cost, and risk management. We believe at Naviquant Capital Management, we offer investment opportunities that can remedy these asks. Please feel free to reach out to our team for more insights.

We are CIT subadvisors

Using a CIT

Using a CIT (Collective Investment Trust) in a 401(k) plan has several benefits. CITs are low-cost investment options that potentially maximize returns and minimize expenses. This helps participants achieve better retirement outcomes by reducing the impact of high fees. They offer flexibility and customization, tailoring investments to participants' needs.

Our Style

Momentum investing involves buying stocks with strong recent performance and selling those with weak performance. It aims to generate higher returns by capitalizing on trends in stock prices. This strategy helps manage risk by favoring resilient stocks. However, momentum investing carries risks as trends can change unexpectedly, requiring careful analysis and monitoring.

Benefits of CIT

Lower fees
Collective investment trusts generally have lower fees compared to mutual funds and other investment options, which can result in higher investment returns for investors over time.
Tax efficiency
Collective investment trusts are typically structured as tax-exempt entities, which means they are not subject to certain taxes that can eat into investment returns. This can result in greater tax efficiency and lower tax liabilities for investors.
Diversification
Collective investment trusts are often diversified across a range of asset classes and sectors, which can help to reduce investment risk and volatility. This can be particularly beneficial for investors who are looking to build a well-diversified portfolio that can weather market ups and downs.
Accessibility
Collective investment trusts are often available through retirement plans such as 401(k)s, which can make them more accessible to individual investors who might not have access to other investment options. This can help investors to build a well-diversified retirement portfolio that can help them achieve their long-term investment goals.

Become a client

Reach out to us to learn more about the services we deliver to our individual clients.

We look forward to working with you.