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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
  • Contact
    • Join the Team
    • Disclosures
    • Privacy Policy

Kevin L. Zylstra, CFP®, CKA® ​

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Email: kzylstra@namcoa.com

Direct:  239.784.2136

 

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  • MAINE
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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

  • April Recap: Narrative Changes
  • What is a “Cap” rate?
  • Benefits of the Tenant-In-Common Vs. Delaware Statutory Trust
  • Lions, Tigers, Bears & Trade Wars – Oh My!
  • Real Estate Agents and 1031s

Firm Disclosure Documents

  • NAMCOA FIRM BROCHURE 4.23.18
  • 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

  • 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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