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.

What is a Privately Managed Account?

Also known as a SMA (“Separately Managed Account”), is a single investment account comprised of individual stocks, bonds, cash or other securities, tailored to achieve specific investment objectives.

Your portfolio manager oversees the investments according to your specific investment objectives and in an investment style with which you are comfortable.

  Put simply, a SMA is for demanding investors who …

  • Seek the comfort of professional investment guidance and a heightened level of personal service
  • Still want to take an active role in their financial life
  • Desire the flexibility to invest in different strategies or styles, while seeking the liquidity and potential tax benefits that come from owning individual securities in separate accounts, versus mutual funds
  • May want a single fee to cover ALL account costs, including trading costs and performance reporting.
  • Low-cost, transparency and 24/7 online access

A Privately Managed Account  is all about taking control and influencing how your money is managed.

Privately Managed Accounts are also known as: 

  • Separately managed accounts
  • Individually managed accounts
  • Actively managed accounts
  • Managed accounts
  • Privately managed accounts
  • Separate accounts
  • Wrap accounts
  • Discretionary managed accounts

Naples Asset Management Company®, LLC, (“NAMCOA®”) is a SEC registered investment advisory firm that provides comprehensive portfolio management, consulting and fiduciary decision making services on behalf of retirement plan sponsors.  Website: www.namcoa.com

For more information please contact us.