NAVIER WEALTH MANAGEMENT
Portfolio Science.
Human First.
Institutional-grade portfolio intelligence — powered by physics, built for people. Ten risk profiles. Five thousand stocks scored daily. One fiduciary standard.
NAVIER WEALTH MANAGEMENT
Institutional-grade portfolio intelligence — powered by physics, built for people. Ten risk profiles. Five thousand stocks scored daily. One fiduciary standard.
THE NAVIER APPROACH
The same mathematics that describe how rivers flow and how pressure moves through systems can describe how money moves through markets. We built a proprietary scoring engine — the Navier Flow model — that treats stock momentum the way physicists treat fluid velocity.
Every stock gets a score. Every score maps to a risk-calibrated portfolio. No guessing. No conflicts. Just the model, your risk appetite, and a fiduciary advisor who explains everything in plain English.
We are not yet registered as an investment advisor. The platform is currently in development and accepting waitlist registrations only.
WHAT WE STAND FOR
We never earn commissions. We never have product quotas. Your interests are the only interests on the table — every recommendation, every time.
The Navier Flow model scores every eligible stock daily using fluid-dynamics-inspired mathematics. The rankings are objective. The selections are systematic. The results are transparent.
Wealth management has historically been a closed room. We're building in public — sharing how the model works, what it sees, and why it makes the decisions it does.
WHAT YOU GET
From your risk profile to weekly scans — everything is included in your plan, no add-ons required.
Ten carefully calibrated risk-appetite levels (RA1–RA10). We place you precisely, then explain exactly what it means for your portfolio composition.
5,000+ tickers scored every trading day using velocity, turbulence, momentum, and fundamental gates. Only what qualifies for your profile makes the cut.
Sector-balanced, position-capped portfolios built directly from your risk level. Growth sleeve available for clients who want tactical upside exposure.
One-on-one review of your portfolio, the current regime, and any rebalancing needed. We speak plainly — no jargon unless you want it.
Member community with weekly scan commentary, regime updates, and direct access to ask questions about how the model reads current conditions.
Clean, readable portfolio reports delivered monthly — holdings, performance attribution, sector breakdown, and what the model sees coming next.
FEES & PRICING
No commissions. No hidden fees. One flat rate, one fiduciary standard.
ADVISORY FEE
ADVISORY SESSIONS
Schedule a focused 30-minute session anytime — portfolio Q&A, rebalancing decisions, or life changes. Book as needed, no subscription required.
JOIN WAITLISTQuarterly billing: 0.25% per quarter. Example: $200,000 portfolio → $500 / quarter.
GET EARLY ACCESS
We're launching with a limited founding cohort. Waitlist members get first access, reduced onboarding fees, and founding member status in the community.