Portfolio Management Services
 Naples Asset Management Company, LLC may offer an initial complimentary general consultation to discuss services available and to determine the suitability of a potential client-adviser relationship. Once the relationship is initiated, a data gathering and discovery process is made to try to determine the client’s personal needs, goals, intentions, time horizons, risk tolerance and investment objectives.
Investment Management Services involve ongoing and continuous portfolio management services that include, but are not limited to, risk management, investment policy, asset allocation, active or passive implementation, and performance monitoring.
 Depending on the needs of a client, NAMCO may prepare an evaluation of existing portfolio investments and provide recommendations for other investments as appropriate.
Account Protection
Securities in accounts are protected in accordance with the Securities Investor Protection Corporation (“SIPC”) up to $500,000 (including cash claims limited to $100,000). Account services provided by Fidelity Brokerage Services LLC (“Fidelity”), provides for additional protection in excess of this coverage to provide account coverage to provide total net equity protection.
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