A complete list of active advisors currently associated with Naples Global Advisors

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Naples Global Advisors provides discretionary investment management to individual and institutional clients, serving both high‑net‑worth and non‑HNW households as well as retirement accounts, corporations, trustees, and charitable organizations; advisory relationships are typically asset‑based. The firm does not offer standalone financial planning services and generally targets relationships with investable assets around $1 million, with exceptions considered on a case‑by‑case basis. The firm’s investment approach centers on a global, multi‑cap value philosophy implemented through quantitative screens that identify attractively valued companies, followed by in‑house fundamental research and portfolio construction using primarily individual securities. Portfolios typically combine equity exposures across micro‑ to large‑cap and international markets with core fixed‑income allocations emphasizing mainly investment‑grade issues, and the firm does not invest in non‑traded alternatives such as hedge funds or private equity. Distinctive operational features include an employee‑owned, multi‑team structure with an affiliate platform managing roughly $2 billion for about 286 clients, which supports customized, actively managed accounts and in‑house research at the portfolio manager level. The firm discloses specific risk and conflict mitigations — it may trade thinly traded foreign securities when appropriate, does not use soft‑dollar arrangements, will facilitate client‑directed margin (with fees assessed gross of margin), and has added a major technology company to a restricted list and barred involved employees from related investment decisions due to a disclosed litigation matter.

To learn more about the advisors currently working at Naples Global Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.