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All four of our Newsletters have a long track record of beating the markets. But don't take our word for it. Check out our results for yourself!Learn more...
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Why do our newsletters consistently achieve great results? Look back at our predictions over the years and see how we viewed the market!
Learn more... |
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The Navigator Auto Pilot is a program designed to make managing your investment accounts simple and care free while producing the results you want.
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FIDELITY NAVIGATOR • NO-LOAD NAVIGATOR • MF/ETF NAVIGATOR • SECTOR NAVIGATOR |
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The Navigator team publishes four monthly newsletters for sophisticated no-load mutual fund investors around the world. The newsletters include Mark A. Grimaldi's outlook on the markets and the economy, "From the Crow's Nest," model portfolios that beat the markets and are rated an "A" for clarity by Hulbert's Financial Digest plus rankings of funds from the top no-load mutual fund families. As the Publisher, I am proud to provide you with a newsletter that includes the market insights and fund picks of a Five Star money manager; we are grateful to have Mr. Grimaldi on our team. "Welcome" to our new subscribers and thank you for visiting the Navigator Newsletters web site. |
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- Mark A.
Grimaldi
- Joseph V.
Visconti
- John S.
Morgan
- Joan
Aveni
- Cheryl
Dulin
- Sharon
Marshall
- Amanda
Dangerfield
Mark A. Grimaldi, Certified Fund Specialist
Chief Portfolio Manager |
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Mr. Grimaldi graduated Albany State University in 1985 with a BA degree in Economics. His career in money management began as an Investment Coordinator at Meyer Handelman Company in New York City. After two years, he joined Prime Financial Services as Director of Operations. In 1992, Mr. Grimaldi accepted a position as Manager, Securities Operations at Marshall & Sterling Financial Consultants in Poughkeepsie, NY. Mr. Grimaldi has been a portfolio manager since August 1, 1993. Mr. Grimaldi founded Navigator Money Management, Inc. in 1996. Navigator is an S.E.C. Registered Investment Advisor; the firm manages over $95 million for clients utilizing no-load mutual funds. In 1997 he earned the Certified Fund Specialist (CFS) designation. Since March of 1989, Mr. Grimaldi has coordinated and taught securities training classes at Dutchess Community College, Poughkeepsie, New York. In 2004, Mr. Grimaldi became the Chief Portfolio Manager of the Navigator Newsletters. As the lead manager of the Navigator Fund (NAVFX), Mr. Grimaldi's work was recognized by Morningstar as being in the top 1% of all Large Growth mutual funds for 2008. During his tenure, the fund’s Morningstar rating rose from one star to five stars, the highest rating. Mr. Grimaldi resides in Hyde Park, New York with his wife and three children.
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Joseph V. Visconti, CLU, ChFC
Managing Editor |
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Since 1973, Mr. Visconti has been professionally advising clients concerning investments and insurance. A 1972 graduate of Bradley University with a BS degree, Mr. Visconti has continued his education and has earned the Charted Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) certifications from the American College. Mr. Visconti is registered with the SEC as Investment Advisor and is a principal in Navigator Money Management, Inc. His active membership in the Society of Financial Services Professional and National Association of Insurance and Financial Advisors keeps him current in the ever-changing investment and insurance markets. Mr. Visconti resides in Cornwall, New York, with his wife and two daughters |
John S. Morgan
Publisher |
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Mr. Morgan is a Dean’s List graduate of Union College (Schenectady, NY) with a Bachelor of Science degree in Industrial Economics. He leads the team that publishes the four Navigator Newsletters, is the Portfolio Manager for the Sector Navigator and writes the Navigator Weekly Commentary. As Vice President - Client Relations at Navigator Money Management, Inc., he specializes in working with private clients on reaching their financial goals. He serves as the Relationship Manager for all Navigator subscribers that are private clients. Mr. Morgan’s focus includes high net worth investors and business pension and benefit plans; he is a licensed Life and Health Insurance agent. Mr. Morgan serves as the President of the Abilities First, Inc. Board of Directors and is the Past Chairman of the Mid-Hudson Civic Center, Inc. He is also a former Board member of the Dutchess County Regional Chamber of Commerce. John resides in Hopewell Junction, New York with his wife and three children.
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Joan Aveni
Circulation Coordinator |
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Ms. Aveni handles the circulation and subscription administration for Navigator Newsletters. Joan’s diverse business career includes experience in employment relations, accounting, marketing and advertising. She resides in Poughkeepsie, New York. |
Cheryl Dulin
Circulation Coordinator |
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Ms. Dulin holds a BS and MBA form Marist College in Poughkeepsie, New York. Prior to joining Navigator, she was with IBM for 12 years, and she held many management and staff positions focusing on finance and strategic planning. Cheryl works with private clients on establishing new accounts and incoming transfers, annual minimum required distributions, tax withholding and custodial account distributions. |
Sharon Marshall
Assistant to the Publisher |
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Ms. Marshall manages the mail room operation, subscriber requests and email notifications. Her secretarial career includes experience at Verizon and IBM. She resides in Wappingers Falls, New York |
Amanda Dangerfield
Research Coordinator |
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Ms. Dangerfield holds a Bachelor of Science in Organizational Communication from the State University of New York at New Paltz, where she earned Dean's List honors. Prior to joining the Navigator team, she was with The Greater Southern Dutchess Chamber of Commerce's event planning department. She resides in Hyde Park, New York. |
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