Core Investment Strategy

Naples Asset Management Company has created, continually updates and manages a set of Core Investment Strategies.  These Core Investment Strategies are designed to be representative of the thought leadership that distinguishes our firm.  NAMCO has designed these strategies about the dual recognition that each one of our clients is special and unique and that they deserve a consistent investment approach that incorporates NAMCO’s best thinking.  

The NAMCO Core Investment Strategy embodies investment objectives that range from having aggressive principal growth expectations to building portfolios that retain a strong current income, high yield orientation.  The effort Naples Asset Management has adopted is one that focuses upon diversification, has demonstrated performance consistency over time, is highly quantitative and is algorithmic in nature. 

Moreover, we recognize the importance of utilizing multiple investment styles and identifying “best-of-the-best” portfolio management teams, teams that have proven records of success and have demonstrated the ability to add value.  By incorporating recognized leaders, doing so in a manner that is congruent with underlying investment objectives, Naples Asset Management’s clients are cognizant that they are more likely to meet their life goals and needs. 

We invite you to view our Historical Core Investment Model Performance. You will see that the NAMCO Core Investment Strategy retains multiple investment objectives and has demonstrated success in both up and down market environments.  While Naples Asset Management can not guarantee that same level of performance moving forward, we do think that being with proven best of breed asset managers increases the probability of success.  Of course, Naples Asset Management recognizes the dynamic nature of the investment environment.  So, in that respect, we continually monitor the capital markets, revise our outlook and update strategies so as to ensure we have our best thinking embodied in the portfolios for our clients.