Our Service Philosophy

Comprehensive Wealth Management

Naples Global Advisors provides comprehensive wealth management. In our mind, that means high quality and custom investment management that is implemented in conjunction with guidance offered on other important life and financial decisions.

 

  • Estate and trust planning and administration
  • IRA and retirement plan elections
  • Life insurance coverage advice and analysis
  • Cash flow forecasting and budgeting
  • Establishing and maintaining no-risk cash reserves
  • Consultations on social security benefit election
  • Counseling on banking products and services

Service
Standards

  • Each professional of the firm is responsible for no more than 50 client relationships
  • Financial advice is provided by professionals who seek to truly know our clients and understand their aspirations as well as their concerns.
  • Regular and consistent client contact, communication and reporting is an NGA hallmark
  • We answer our telephones ourselves, and you’ll only get a recording if you call after hours or by request
  • We follow the “sundown rule” and generally will respond to a client request before the end of the day or will explain a reasonable timeframe in which resolution can be expected

 

Independence And
Transparency

  • Funds invested by Naples Global Advisors’ clients are held by an independent, unaffiliated third party custodian
  • Naples Global Advisors has no products to sell and we are beholden to no one other than our clients
  • We conduct our own independent research and resist the many potential conflicts prevalent in the investment industry
  • We are a fee-only advisor with the value of our client’s portfolios as the sole and explicit source of firm investment management fees

While every investment comes with a certain level of risk, we consistently turn to investments that offer favorable odds for our clients based on our thoroughly experienced calculations. Whether a client in Naples is seeking wealth management or a client across the country is searching out investment opportunities, we employ the same risk management principles to help our clients achieve financial success. These risk management principles include:

Contact Us Today

Request a consultation to learn more about the investment management opportunities available to you.