NAVALIGN

NAVALIGN's investment approach relies on diversified, low-cost ETFs and mutual funds rather than individual security selection. The firm does not appear to allocate client capital to private equity, venture capital, hedge funds, or direct real estate investments. Portfolios are constructed around broad asset classes — equities, fixed income, and cash — using asset-allocation models suited to each client's financial plan.

The firm serves individuals, high-net-worth families, and small businesses, primarily in the New York metropolitan area. Client accounts include taxable brokerage accounts, traditional and Roth IRAs, and small-business retirement plans. NAVALIGN does not serve large institutional investors such as pension funds, endowments, or sovereign wealth funds.

NAVALIGN, LLC operates as a limited liability company registered with the state of New York as an investment adviser. It is a sole proprietorship in practice, with Jon Ten Haagen as the single owner, investment adviser representative, and chief compliance officer. The firm has no parent company, subsidiaries, or affiliated advisory entities.