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NAMCOA® – Naples Asset Management Company®, LLC

Retirement Plan Services | Portfolio Management | Consulting | Financial Planning

  • Welcome
    • For Internal Use Only
  • Retirement Plans
    • Our Approach To Retirement Plans
    • The AIF® Difference
  • Portfolio Management
    • The Technical Analysis Advantage
    • ETF Balanced Portfolios
      • Why we use ETFs
    • Monthly Needs™
  • Consulting
  • Our Advisers
  • Contact
    • Join Our Team
    • Terms of Use

Robin Whitlock, EA, AIF

Click here to view / download profileAIF Certification trademark image (acronym with full name)

Investment Adviser Representative & Enrolled Agent   

Direct: 704-400-8066

Email: rwhitlock@namcoa.com

Business Address: 136 Corporate Park Drive, Suite I, Mooresville, NC  28117

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Firm Documents

NAMCOA Firm Brochure 9-25-19

Business Continuation Plan 2019

Privacy Notice 2019

RSS SWFL News

  • Storytellers bring Tattoo Tales to life in Fort Myers
  • Fort Myers city council to ask school district to fund more of SRO program
  • Think ink: Tattoo Tales Storytellers is coming to Fort Myers on April 17
  • Kevin Anderson will represent Fort Myers Ward 4 residents on City Council
  • Fort Myers City Council approves budget and lower millage rate
  • Pay raise for Fort Myers police officers among number of issues discussed at city council
  • Fort Myers Ward 4: Roundabout, flooding among issues in city council election
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NAMCOA® NEWS

  • Observations and Outlook October 2019
  • Client Note September 2019
  • Client Note August 28 2019
  • Monthly Needs Portfolio
  • Yield Curve Inverts (again, and continuing)
  • Client Note July 2019
  • Mutual Fund vs Managed Portfolio?

Main Office

999 Vanderbilt Beach Rd, Suite 200
Naples, Florida 34108
Hours by Appointment

Contact

Office: (239) 593-5525
Fax: (239) 593 9731
Toll-Free: (888) 477 5525
Email: support@namcoa.com

RSS Federal Reserve News

  • Minutes of the Board's discount rate meetings on August 26 and September 18, 2019
  • Statement Regarding Monetary Policy Implementation
  • Minutes of the Federal Open Market Committee, September 17-18, 2019
  • Federal Reserve Board approves action by the Board of Directors of the Federal Reserve Bank of Philadelphia
  • Federal Reserve Board approves actions by the Boards of Directors of the Federal Reserve Banks of Boston, New York, Cleveland, Richmond, Atlanta, St. Louis, and Kansas City
  • Federal Reserve Board and Federal Open Market Committee release economic projections from the September 17-18 FOMC meeting
  • Federal Reserve issues FOMC statement
  • Minutes of the Board's discount rate meetings from July 1 through July 31, 2019
  • Federal Reserve announces results of offering of seven-day term deposits on August 22
  • Welcome
    • For Internal Use Only
  • Retirement Plans
    • Our Approach To Retirement Plans
    • The AIF® Difference
  • Portfolio Management
    • The Technical Analysis Advantage
    • ETF Balanced Portfolios
      • Why we use ETFs
    • Monthly Needs™
  • Consulting
  • Our Advisers
  • Contact
    • Join Our Team
    • Terms of Use
NAMCOA® – Naples Asset Management Company®, LLC Welcome
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