NAV Consulting, Inc.

NAV Consulting, Inc.

NAV Consulting, Inc.

Date Founded



1 Trans Am Plaza Drive,Suite 400,Oakbrook Terrace, IL 60181

Type of Company



Investment Services & Portfolio Management

Company Description

NAV Consulting, Inc. provides fund administration services for alternative investment management. It works with all types of funds varying by strategies, asset classes, use of derivatives and leverage, sectors and regions.which includes hedge funds, private equity and real estate funds, commodity pools, managed accounts and multi-advisor platforms. The company was founded in 1991 and is headquartered in Oakbrook Terrace, IL.

Executives & Employees

Founder, President & Chief Executive Officer

Head of Business Development

Vice President-Fund Accounting

Vice President

Senior Account Manager

Senior Manager

Senior Manager




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RMB Capital Management (RMB) establishes personalized asset allocations based on each client's specific investment goals, time horizons, risk tolerances, income requirements and total asset levels. Once they have determined the appropriate asset mix, they assess the optimal implementation through an open architecture investment platform. The firm manages core assets, such as fixed-income securities and domestic stocks, directly in an effort to lower costs, control risk and make the process more transparent and tax efficient. These core assets are supplemented with sub-advised investments in asset classes such as international stocks and non-traditional fixed-income securities.RMB's equity portfolios focus on small- and medium size companies with considerable growth potential or larger companies with less volatile earnings growth and increasing dividends. Their equity investment strategies include Core Equity, Dividend Growth and Special Situations.RMB's Fixed-Income investment approach seeks to achieve capital preservation, while generating regular income. The firm offers taxable and tax-exempt fixed income strategies. These strategies focus is on high-quality credits, while applying a low duration strategy.RMB offers access to various alternative investment including Strategic Fixed Income, Hedge Funds, Private Equity, Real Estate and other Real Assets.

FTAM uses both fundamental and quantitative research as methods of analysis for their investment strategies; however, their investment approach does not fall into either the traditional fundamental or quantitative categories. The firm believes that while stock markets are efficient most of the time, behavioral anomalies can arise under certain circumstances, resulting in exploitable mispricing opportunities. FTAM’s strategies primarily invest in US listed companies and are a long only or a long/short strategy and may employ futures, ETFs and leverage. Their investment strategies include small-cap growth, small-cap value, small-cap core, behavioral small-cap equity, mid-cap value, micro-cap, low volatility behavioral equity market neutral and behavioral unconstrained equity.

CPWA has an investment policy committee that oversees their investment policies and strategies. The firm offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow client’s assets. CPWA utilizes both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.

Non-Profit Donations & Grants
$500 - $999
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