Naples Money Management LLC

Naples Money Management provides discretionary and non‑discretionary investment management, financial planning, wealth management, and annuity/variable life insurance management for individuals, high‑net‑worth clients, and charitable organizations. The firm offers several branded strategies — the Mapato portfolio series (Ultra, Classic, Lite, Growth) and the Van Winkle Portfolio — and may combine separately managed accounts, individual stocks, ETFs, mutual funds, REITs, options and third‑party managers to construct portfolios.

The firm follows a top‑down, sector‑oriented investment process that starts with macroeconomic analysis and then selects individual securities; its Mapato portfolios in particular incorporate options strategies such as selling covered calls and, in some cases, selling uncovered puts. Naples Money Management’s brochure also discloses the use of derivatives and the potential for borrowing or leverage in separately managed accounts, which introduces additional liquidity, counterparty and margin risks beyond typical long‑only equity strategies.

NMM became majority‑owned by MLA Capital Partners effective January 1, 2026 and uses centralized investment resources shared with affiliated entities, while maintaining a contractual relationship with an affiliated insurance adviser to support annuity and life‑insurance selections. The firm also makes available non‑investment personal services through an affiliated company and documents specific strategy minimums and thresholds (for example, Mapato Ultra for multi‑million dollar accounts and Van Winkle for younger investors), which may influence which clients are directed to each strategy; it reports approximately $164 million in client assets.