Naples Global Advisors

Naples Global Advisors, LLC, established in 2011, is an SEC-registered investment advisory firm based in Naples, Florida, with an affiliate office in Vero Beach, Florida, known as Vero Beach Global Advisors. The firm specializes in providing discretionary investment management services to individual and institutional clients, focusing on global, multi-cap value equity investments and diversified fixed income strategies. Clients typically have exposures to both equity and fixed income asset classes, with fees based on a percentage of assets under management. The fee schedule ranges from 1.0% for assets up to $2 million to 0.3% for assets over $100 million. The firm does not utilize performance-based fees and targets clients with investable assets of $1 million or more. Investment strategies involve thorough client profiling, fundamental valuation discipline, and global diversification, aiming for absolute returns and principal stability. The firm emphasizes client education, transparency, and adherence to a fiduciary duty, ensuring clients' best interests are prioritized. Clients have access to detailed account statements, quarterly performance reports, and regular meetings to review results and update objectives. The firm's privacy policy underscores the commitment to maintaining client confidentiality and security of personal information.