Namcoa

Naples Asset Management Company® (NAMCOA®) is a registered investment adviser based in Naples, Florida, providing investment advisory and consulting services since 2003. The firm is owned by Mr. Paul McIntyre and Ms. Robin Whitlock. NAMCOA® offers investment management, financial planning, and consulting services through supervised financial professionals. The firm's wrap fee program involves a single wrap fee based on assets under management, with a minimum investment of $50,000 and an annual management fee not exceeding 2.0%. Clients have access to various investment options, including mutual funds, ETFs, equities, and fixed income securities. NAMCOA®'s investment strategies are tailored to individual client needs, with the ability to impose reasonable restrictions on securities held in portfolios. The firm uses industry standards for performance measurement and provides clients with monthly or quarterly brokerage statements. NAMCOA®'s clients include individual investors, retirement plans, institutional clients, and more, with a minimum account size of $50,000. The firm may waive this minimum based on specific circumstances. NAMCOA® does not have custody of client assets, which are held by qualified custodians like LPL Financial, Altruist, and others. The firm may receive referral fees and does not accept performance-based fees. NAMCOA®'s financial information is sound, with no financial conditions likely to impair its ability to meet client commitments.