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NWM Business Continuity Plan

Business Continuity Plan.pdf

Navigate Wealth Management, LLC, is registered as an investment adviser with the state of California and only transacts business in states where it is properly registered, or is excluded from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

Navigate Wealth Management has selected Charles Schwab & Co., Inc. (Schwab) as primary custodian for our clients’ accounts. Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc.

These materials have been independently produced by Navigate Wealth Management. Navigate Wealth Management is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Navigate Wealth Management provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

Schwab, Navigate Wealth Management, LLC, and all other named companies are separate and unaffiliated and are not responsible for each other's services or policies.

*Navigate Wealth Management formerly DormanSkorheim

Eugene Fama - Professor of Finance, University of Chicago Booth School of Business - Director and Consultant, Dimensional Fund Advisors LP. Used with permission of Dimensional Fund Advisors. © 2015 Dimensional Fund Advisors. All rights reserved.

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