Competence, stability, and a passionate belief in technological service have kept Financial Navigator, Inc. going for over 25 years. Today, FNI's software solutions are used by High-Net-Worth professionals to analyze and report on a collective portfolio asset base exceeding $100 billion.

We enable our clients to achieve their investment goals through accurate, meaningful and timely financial information.

As a leader in providing solutions for the High-Net-Worth marketplace, Financial Navigator Inc. is committed to the following principles:

• Establish partnerships with our clients that add value and consistently exceed expectations.
  
• Achieve leadership in client satisfaction, superior quality and innovative solutions.
  
• Develop domain knowledge by combining technical expertise with a superior understanding of client needs and the financial environment in which they operate.
  
• Foster a diverse work environment that promotes inventive thought, collaborative effort and accountability.
  
• Maintain uncompromising personal and business ethics that extend to our relationships with clients, employees and the local community.
  

Our Mission and Vision stem from a deeply-rooted set of Values, developed through years of shared experiences, struggles, and successes. These principles encompass what we expect of ourselves, and what our clients and the community as a whole can expect of the FNI Team. Guiding our behavior and shaping our objectives, these concepts are embraced by all Team Members. The FNI Team applies the following Values in the development of individual, group, and corporate goals:

• Commitment to Customers
  
• Commitment to Employees
  
• Teamwork, Trust & Openness
  
• Integrity & Accountability
  
• Social Responsibility
  

Financial Navigator, Inc. was founded by two brothers, Ed and John Van Deman in 1983. While working as a CPA for KPMG Peat Marwick, Ed observed that the investment challenges faced by high-net-worth individuals and families were unmet. A mathematician and programmer, John knew that they could build software to do the job. Combining their respective investment, accounting, mathematical, and technology expertise, they developed software designed to manage multiple, complex investments. Now, over 25 years later, with hundreds of clients possessing a collective asset base over $100 billion, Navigator is the leader in asset management and accounting solutions for accounting firms, family offices, business and investment managers, and individual investors. FNI is privately owned.