How We Are Different

 

What NAMCO stands for and makes us different in many ways: 

  • Our Team is Here For You.  You are special.  Learning about your hopes and dreams, finding out about what you seek to accomplish financially and having a great working relationship are all central to the way we operate.
  • A Fiduciary Capacity.  Naples Asset Management always operates in your best interests.  We are not transaction oriented like broker dealers nor do we offer proprietary product that creates conflicts of interest.  Naples Asset Management always functions in a fiduciary manner.
  • Customization.  Portfolios are built after a rigorous financial planning process is completed.  In that way, our clients are certain that their monies are being managed in a congruent fashion that matches their investment objectives.  If judged to be most efficient, NAMCO incorporates securities as well as alternative product and insurance into portfolios.
  • Total Return Acquisition.   We build portfolios with the expectation of achieving outstanding risk adjusted total rates of return.  Price appreciation is important but doing so in a manner aimed at capital preservation is key.
  • Yield Enhancement.  Many of our clients also possess a yield orientation.  In that vein, we have a strong history in creating income oriented portfolios whether it be through the acquisition of bonds, mutual funds, exchange traded funds or alternative products.
  • Best-of-Breed Portfolio Management.  A central theme of ours revolves about identifying top money managers with proven records of success and being able to insert their expertise into client portfolios.  Our clients take solace in knowing that we have access to superior managers. 
  • Core and Tactical Investment Flexibility.  While our portfolios are constructed around central financial planning objectives and investment themes, NAMCO assumes a flexible approach with tactical alterations being frequently made.
  • An On-Going Relationship.  Finally, the team at Naples Asset Management strives to maintain great communication.  We stay in touch so you can be fully versed in investment performance and portfolio attributes.  Moreover, with the passage of time, the team recognizes that your needs will change.  We keep abreast of those changing needs so that we can amend our investment approach accordingly.