A complete list of active advisors currently associated with Naples Global Advisors
Warmer can help you find a great advisor at Naples Global Advisors or one who fits your needs even better.
Naples Global Advisors, LLC and its affiliate provide discretionary investment management to individuals (including high net worth clients), retirement accounts, corporations, trustees, and charitable organizations. The firm manages roughly $2 billion in client assets and charges asset-based advisory fees for portfolio management. The investment approach is a global, multi-cap value orientation implemented through quantitative screening followed by fundamental analysis, with primary research conducted in-house at the portfolio manager level. Portfolios typically emphasize individual equities across capitalization ranges, complemented by core fixed income and cash equivalents, and are managed on a discretionary basis with ongoing monitoring. The firm discloses and distributes performance information—providing quarterly reports that compare portfolio returns to relevant indexes—which the brochure highlights and which is less common among similar team firms. The brochure does not describe comprehensive financial planning services; instead it emphasizes an employee-owned structure, portfolio-manager-led research, and monthly Investment Committee oversight as distinguishing governance and process elements.
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.
You can also browse Naples Global Advisors's office locations.
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