What to Expect from NGA
We want to understand you—your unique situation—so that we can establish your financial goals and objectives. During your initial meeting, we will work to understand your background, risk tolerance, overall financial outlook, and what you are trying to achieve.
If you currently have an investment portfolio, we will provide an in-depth, objective analysis of your existing asset allocation, holdings, and fees. We want to ensure that you are not taking more risk than necessary nor being struck with hidden fees.
Individuals often tend to bucket their finances—retirement money vs spending money, bank accounts vs investment accounts, insurance vs annuities. At Naples Global Advisors, we will advise you and manage your money with a deep understanding of your complete financial picture in order to best serve you and achieve your overall goals.
No two individuals are the same. That is why your investment portfolio will not be the same as any other client. After we have an understanding of your current financial situation, we will tailor an investment portfolio to match your particular goals and objectives.
We will never try to sell you an investment product; we are a service-only wealth management firm. If you already own structured products, annuities, or life insurance, we will gladly provide you with an objective analysis, but our firm does not and will not sell products to you.
Once your investment portfolio is built, we will initiate an active, ongoing management plan with an acute regard for overall asset allocation as well as tax sensitivity. Each purchase or sale in your account will be done with and for a particular purpose.
It is likely there will be company names in your investment portfolio that you do not recognize because we intentionally remove geographical boundaries from our investment options. We research all companies in our Naples office—no black box management here—and even travel across the globe to find and verify companies in which to invest.
You can expect a customized report detailing your investments during the first week of each quarter along with a personalized note and Market Insight or Travel Insight written by our team. Each report will be transparent and concise.
We may call you to discuss new legislation that affects you or to simply to say hello. We also hope to have recurring meetings with you so that we can stay up to date on major life changes and walk alongside you each step of the way.