We’d like to share some non-investment highlights of what’s going on at Naples Global Advisors. It was a very productive year for the firm as we continued to add new client families as well as new firm professionals to assist in serving them. In 2023, we welcomed Christina Mack and Kailey Christian to bolster our client services efforts, and Wyatt Russo, CFA, has joined to augment an already deep team of analysts and portfolio managers.
Recognition
Naples Global Advisors was selected as one of America’s Top 250 RIA Firms by Forbes. We’re honored to be recognized for our work as an independent, fiduciary advisory firm. Visit this link for more information.
Giving
As in years past, and in lieu of individual gifts to firm clients, Naples Global Advisors made a charitable gift on behalf of our clients to a deserving local charity. This year, the donation went to the Bascom Palmer Eye Institute. We are grateful for our clients and grateful our Naples community is home to a satellite office of the country’s #1 ranked eye care hospital.
Supporting the Community
On a more personal note, members of the NGA team and their families (along with unofficial firm canine, Parker) participated in the 2023 Collier County Heart Walk to support ongoing heart health research and lifesaving
science with the American Heart Association.
The information provided is for educational and informational purposes only and is not intended to be, and should not be interpreted as, recommendations to purchase or sell securities. All investments contain risk and may lose value. The Top RIA Firms 2023 ranking disclosed was posted by Forbes on October 10, 2023. No compensation was provided or received. Full ranking methodology can be found here:
https://www.forbes.com/sites/rjshook/2023/10/10/methodology-americas-top-ria-firms-2023/?sh=480c09e8e26d. Naples Global Advisors, LLC is governed by the Securities and Exchange Commission as an Investment Advisor under the Investment Advisors Act of 1940.
