Evaluation, Selection & Oversight - Navigating a Fiduciary's Responsibility


What We Do

With decades of experience in the financial services industry, Cairnavigate provides general financial guidance and hands-on support.

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Who We Serve

Cairnavigate’s experts help financial advisors and corporations solve financial challenges and provide general financial expertise.


Resources To Help You

Our resources help navigate insurance solutions to financial challenges while assisting with other financial dilemmas.

Our focus at Cairnavigate is to serve as your partner to help you navigate the complexities of financial and insurance solutions.


Our team of experts leverage their knowledge and expertise to provide you with a complete picture of your future so you can understand exactly where you are going and how you will get there.


At Cairnavigate, we take a highly analytical approach on regulation, actuarial analysis, investment analysis, and risk management.  With our well-established relationships with key industry providers, we ensure you secure the financial solutions needed to achieve your goals.

Once we establish your goals, our team engages upon a rigorous in-depth process and work with you to develop a customized solution.    With your involvement every step, we provide you with guidance and answers to your questions.


Cairnavigate is a financial services consulting group that provides financial advisors, investment consultants and CFOs with pension and retirement plan investment solutions delivered through insurance.  We specialize in pension risk transfer and stable value investment solutions that help companies create better outcomes for their plan participants.