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Portfolio Management – Retirement Plans – Consulting

  • Welcome
    • For Internal Use Only
  • Retirement Plans
    • Our Approach To Retirement Plans
    • Fiduciary Standard
    • The AIF® Difference
  • Portfolio Management
    • Our Process
    • The Technical Analysis Advantage
    • ETF Balanced Portfolios
      • Why we use ETFs
    • Monthly Needs™
    • Real Income™
  • Consulting
    • NAMCOA 1031
  • Our Advisers
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Thomas J. Cooper, CFP, CPPT

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Office: 239.593.5525

Fax: 239.593.9731

Direct: 352.857.7273

Email: tcooper@namcoa.com

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RSS Federal Reserve News

  • Federal Reserve Board issues enforcement action with United Bank Limited and former employee of Hinsdale Bank & Trust and announces termination of enforcement action with United Bank Limited
  • Minutes of the Board's discount rate meetings from June 4 and June 13, 2018
  • Agencies post public sections of July 2018 plans
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About Us

NAMCOA® delivers customized, innovative portfolio management solutions, retirement plan and consulting services.

NAMCOA® help clients reduce investment expenses, improve net long term investment returns and mitigate both fiduciary and investment risks.

NAMCOA® NEWS

  • Observations and Outlook July 2018
  • Happy 4th of July!
  • My 2 Cents
  • Do you need help with your 401(k) plan?
  • May Turn Up in Stocks Likely to Last

Firm Disclosure Documents

  • NAMCOA Firm Brochure 6.20.18
  • Privacy Notice 2018
  • Business Continuity Plan 2018
  • Wrap Fee Program Brochure – 1-5-18
  • Adviser Profiles

NAMCOA® Main Office

1100 Fifth Avenue South, Suite 201
Naples, FL 34102

Office: 1.239.593.5525
Toll-Free: 1.888.477.5525
Fax: 1.239.593.9731

Email: info@namcoa.com

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  • Welcome
    • For Internal Use Only
  • Retirement Plans
    • Our Approach To Retirement Plans
    • Fiduciary Standard
    • The AIF® Difference
  • Portfolio Management
    • Our Process
    • The Technical Analysis Advantage
    • ETF Balanced Portfolios
      • Why we use ETFs
    • Monthly Needs™
    • Real Income™
  • Consulting
    • NAMCOA 1031
  • Our Advisers
  • Contact
    • Join the Team
    • Disclosures
    • Privacy Policy
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