Disclosures

Naples Asset Management Company, LLC (“NAMCOA”) is a registered investment adviser located in Naples, Florida.   NAMCOA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  NAMCOA’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of NAMCOA’s web site on the Internet should not be construed by any consumer and/or prospective client 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. Any subsequent, direct communication by NAMCOA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  There are no warranties implied.

A copy of NAMCOA’s current written disclosure statement discussing NAMCOA’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from NAMCOA upon written request.  NAMCOA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to NAMCOA’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.  Insurance products are not insured or guaranteed by the FDIC or any other government agency; are not deposits or obligations of a bank; and may be subject to investment risk, including possible loss of value. Investment Advisory services may be offered through NAMCOA – Naples Asset Management Company, LLC. Securities products may be offered through MSC-BD, LLC a member of FINRA/SIPC.  

All commentaries are not intended as investment advice or an investment recommendation. Past performance is not a guarantee of future results. Price and yield are subject to daily change and as of the specified date. Information provided is solely the opinion or our investment managers at the time of writing. Nothing in the commentary should be construed as a solicitation to buy or sell securities. Information provided has been prepared from sources deemed to be reliable, but is not guaranteed by NAMCOA and may not be a complete summary or statement of all available data necessary for making an investment decision. Liquid securities, such as those held within managed portfolios, can fall in value. 

For more information, please contact us.