A complete list of active advisors currently associated with Naylor & Company

Warmer can help you find a great advisor at Naylor & Company or one who fits your needs even better.

Naylor & Company Investments, LLC is a small, registered advisory firm that manages roughly $103 million for about 100 clients and provides investment advice, portfolio management and financial planning to individuals, high net-worth clients, families, pension and profit-sharing plans, and businesses. The firm tailors services to individual client needs, offering customized portfolios and flat-fee financial planning and, in some cases, complimentary planning engagements. The firm combines fundamental and technical analysis to construct portfolios, emphasizing reasonable valuations (including price‑to‑earnings measures) and longer‑term growth prospects while frequently allocating a significant portion of client assets to small- and medium‑sized companies and cyclical stocks. Portfolios may include individual stocks, institutional‑share mutual funds, ETFs, fixed income and select alternative private investments, and allocations are adjusted for cash and bond exposure to manage volatility per client preferences. Compared with many peers, Naylor & Company discloses or advertises performance results in its client materials while explicitly noting that past performance is not indicative of future results, and it also provides sub‑advisory services to other advisers. The firm’s ownership structure includes passive investors who are long‑term clients and the firm states it does not accept third‑party compensation from brokerages or fund companies, which it says mitigates conflicts of interest.

To learn more about the advisors currently working at Naylor & Company, 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.