Bentley Blackmon, CEO, Naviter Wealth joined Julie Cooling, Founder & CEO, RIA Channel to discuss his independent RIA’s differentiated investment philosophy and approach to wealth management.
Naviter Wealth, based in Little Rock, Arkansas, focuses its business around families who have experienced a major liquidity event. In addition to holistic wealth management, the independent RIA’s differentiated investment philosophy centers around alternative investing. Naviter allocates roughly 40% of client assets to private placements across six to eight highly vetted investment strategies. Blackmon says the growing firm has plans to expand its footprint nationally and aims to have a presence in the Northeast, Midwest and Southwest regions.
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