Terms of Use

Thank you for visiting the our website. By using this website, you agree to abide by the following terms and conditions, which constitute a legal agreement (the “Agreement”) between you and the Firm. If you do not accept these conditions, you may not use this website.

Naples Asset Management Company, LLC (“NAMCOA” or the “Firm”) is a SEC-registered investment adviser based in Naples, Florida. The Firm and its financial advisers are subject to certain regulatory requirements imposed by the Securities and Exchange Commission (“SEC”) and those states in which the Firm conducts business.

NAMCOA only transacts business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The existence of this website shall in no way suggest that the Firm offers investment advisory services to residents of any state other than the states in which the Firm maintains a notice filing.

A copy of NAMCOA’s current written disclosure statement discussing NAMCOA’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from NAMCOA upon written request.

Under no circumstances should any material at this site be used or considered as an offer to sell or a solicitation of any offer to buy any security or portfolio managed by NAMCOA nor any its affiliates.  Any such offer or solicitation will be separately made by one of the Firm’s financial advisors.  This website provides general information about the Firm and is not intended to offer investment or financial planning advice. The purpose of this site is to provide you with information about the firm and our investment philosophy, and to provide a means for you to contact us for further information.

NAMCOA provides customized investment recommendations only within the context of our contractual agreements with our clients, and only after a comprehensive review of the client’s situation. Any offer or solicitation to buy any security or portfolio managed by the Firm will be separately made by one of the Firm’s financial advisors.

We do not endorse the content of such websites nor the products, services or other items offered through such websites. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from us.

Any information provided has been prepared from sources deemed to be reliable, but is not guaranteed and is not a complete summary or statement of all available data necessary for making an investment decision. Past performance is not a guarantee of future results.  Any information provided is for informational purposes only and does not constitute a recommendation..  Securities may be offered through MSC-BD, LLC, Member of FINRA/SIPC.