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Naples Global Advisors

Naples Global Advisors

 
 
 
 
 
 
 
 
 
 
 
 
Finance & Insurance >> Investments/Stocks & Bonds

Naples Global Advisors

720 Fifth Avenue South, Suite #200
Naples, FL 34102 | map | directions
Kerry Geroy Kerry Geroy
(239) 776-7905 | fax: (239) 776-7909
Founded in 2011, Naples Global Advisors is an SEC Registered Investment Advisor serving individuals, families, trusts, retirement plans, and charitable foundations and endowments. As an employee-owned LLC, we operate as a fiduciary and manage our clients’ portfolios with complete accountability. Whether you have an established portfolio or are investing as a result of a life event, our team is consistently seeking ways to put the odds of investment success in our clients’ favor. 3 Key Tenets that make NGA a trusted financial advisor: Understand each client’s financial goals and capacity for risk. We tailor our portfolio construction and management within these parameters to achieve our client’s desired outcome without sacrificing comfort. Time horizon, cash flow needs, and tax circumstances are evaluated and factored into the asset allocation decisions, Build a customized and logically diversified portfolio specific to each client’s objectives and desired level of risk. Each publicly traded security will be vetted and strategically assembled in the portfolio using a fundamental valuation discipline and Administer portfolios focused toward long-term absolute returns and principal stability, with an on-going awareness of and sensitivity to the changing dynamics of global economies, capital markets, tax efficiency, and personal circumstances.