Naples Global Advisors, LLC

Founded in 2011, Naples Global Advisors is an SEC Registered Investment Advisor serving individuals, families, trusts, retirement plans, charitable foundations and endowments. From retirement and estate planning to business investment and growth, we help clients and organizations in many financial positions and stages of life to establish, protect and grow wealth and assets. Our investment philosophy is at the core of our firm. We are value investors paying attention to the price of an asset relative to our perception of its worth. Our investment decisions are based on valuation, authenticity of earnings and cash flow and the utilization of a global opportunity set. Our professional team, located in Naples, Florida, provides the following services: - Customized Portfolio Management - Estate and Trust Planning - Cash Flow Forecasting and Budgeting - Banking Products Counsel - IRA and Retirement Plan Elections - Life Insurance Coverage Analysis - Social Security Benefit Consultatio...