Legacy Navigator

All-in-one diversified risk-managed portfolio

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Legacy Navigator returns are available on the Morningstar Direct database

For clients who want a complete portfolio solution rather than a single sleeve

Alpha Seeker, Risk-Managed Equity and tactical exposures in a single account.

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rules-based

Positions based on signals from our Volatility Dashboard

risk-managed

Dynamically adjusts exposure in line with the risk environment

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diversified

All-in-one exposure to US and foreign equities, fixed income and alternatives

Thompson Capital Management is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. for more information on indexes, see Index Definitions & Disclaimer