Consulting

NAMCOA provides many various types of supporting education and consulting services related to assisting business owners, clients, broker dealers and financial advisers.

For more information, please contact us.

NAMCOA’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of NAMCOA’s website on the Internet should not be construed as NAMCOA’s solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment advice for compensation over the Internet.

Certain information contained on this site is derived from sources that NAMCOA believes to be reliable; however, we do not guarantee the accuracy or timeliness of such information and assume no liability for any resulting damages.

NAMCOA does not make any representations as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to NAMCOA’s website or incorporated herein, and takes no responsibility, therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

As a Registered Investment Advisor, we are bound by the fiduciary standard when serving clients. This means that we will always act in our clients best interest.

To maintain this high standard of care and professionalism and make sure we cater to your specific situation, we first listen to your needs, goals and dreams.

Only then do we provide recommendations based solely on what is in your best interests, building a relationship based on trust, integrity and transparency.

For more information, please contact us.