Why choose the GPS Navigator Program?
Our approach is simple:
First, select a strategy that best suits your client’s needs:
- Core Strategy
- Core PLUS Strategy
- Market Tracker Strategy
Next, choose from seven risk-based, diversified portfolios.
Finally, select your fee:
GPS Advisor Fee Range
0% - 1.5% (maximum)
Key Benefits of Global Portfolio Solutions:
- 100% Open Architecture ensures no conflict of interest in manager selection
- Access to load-waived, “best in class” funds
- Ongoing monitoring of managers and periodic rebalancing
- Low fund expenses and full fee disclosure
- State-of-the-art performance reports powered by Envestnet
Navigator Program Overview
About the GPS Navigator Program
GPS NAVIGATOR is a discretionary mutual fund wrap program that provides access to over 21 blended portfolios actively managed by the GPS Investment Committee. The portfolios are constructed of load-waived, no-load and institutional share class mutual funds and Exchange Traded Funds (ETFs). The program offers automatic fund replacement as well as auto-rebalancing.
Competitive Advantage
- Ongoing due diligence
- Inclusion of funds based on individual merits
- Wide variety of strategies and model portfolios
- Forward-looking strategic modeling
- Tactical asset allocation, auto-rebalancing and ticketless trading
GPS Navigator Fee Ranges
Investment Expense by Strategy (bps):
- Core Strategy – 0.76 to 0.89
- Core PLUS Strategy – 0.82 to .97
- Market Tracker Strategy – 0.39 to 0.45
Advisor Fee Range – 0% - 1.5%
Access to GPS
How to Find GPS on Envestnet:
- Select “Research”, then “NRP Global Portfolio Solutions”
- Choose and review the model set that is most suitable for your client
- NRP Global Portfolio Solutions can be included in client proposals
- Complete client risk questionnaire to determine suitable product