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Portfolio Management

We offer a range of managed, diversified portfolio strategies that can be personalized around you and your investment preferences.

Your money will be managed by knowledgeable and experienced professionals at NAMCOA (Naples Asset Management Company, LLC) who follow a disciplined investing process supported by deep research.

Minimum investment: $50,000

Advisory fee 0.50%–1.50% (varies based on total assets invested)

Actively managed: As your portfolio manager, we will select investments from thousands of options based on our deep analysis and your preferences. We’ll also use your preferences and our understanding of economic conditions to adjust the mix of stocks and bonds in your account over time.

As needed or at least once a year, we will initiate an in-depth strategic review to help you uncover opportunities and make any necessary adjustments to your account (investment strategy). You’ll also receive communications to keep you informed about market events, account activity, and trades we make on your behalf. Whether the markets are making you nervous or you have questions about your account, your advisor is here to support you.

Institutional Platforms – NAMCOA also has full access to Fidelity’s, Schwab and SEI institutional management platforms and research, where we can resource investment expertise and support those Investors that need wealth unique management services that may include fiduciary oversight and guidance.

For more information contact Tom Cooper.

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