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Portfolio Management – Retirement Plans – Consulting Services

  • Welcome
    • For Internal Use Only
  • Retirement Plans
    • Our Approach To Retirement Plans
    • 3(21) vs 3(38) Fiduciary
    • Fiduciary Standard
    • The AIF® Difference
    • Cash Balance Plans
  • Portfolio Management
    • The Technical Analysis Advantage
    • ETF Balanced Portfolios
      • Why we use ETFs
    • Monthly Needs Portfolio
    • Real Income Strategies
      • Reason for REIT Investment
  • Privately Managed Accounts
    • Our Process
  • Consulting
  • Our Advisers
  • Contact
    • Join the Team
    • Disclosures

Robin Whitlock, EA

Click here to view/download profile

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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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

RSS Economic Indicatiors

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  • Jobless claims rise from three-month low
  • U.S. jobless claims rise by 10,000 to 244,000 last week
  • U.S. durable goods orders jump 6.5% in June

NAMCOA News

  • 400% Top-Line Deductions?
  • How do Cash Balance Plans differ from 401(k) plans?
  • Pension Protection Act of 2006
  • Cash Balance Plans
  • Oberservations and Outlook July 2017
  • Have a safe and happy July 4th!
  • Problem ahead for bond investors?
  • Student Loan Debt Triples in Past 15 Years, Loan Rates Resetting Way Higher
  • International Investing – Looking Abroad for Better Returns
  • Tom Cooper Sponsors Ocala Home Garden & Lifestyle Expo
  • Observations and Outlook April 2017
  • Preventable IRA Disaster
  • Oh no, What if I don’t want to live too long?
  • 4 Steps People Who Weren’t Born Rich Can Take to Get Rich
  • Video: Women & Retirement The statistics don’t add up to a very comforting picture: women earn less than men and leave work for an average of eleven years to raise children and provide care for aging parents. It’s a challenge to save for retirement, but not impossible.

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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.

Portfolio Updates

  • 401k
  • Archived Commentaries
  • Company News
  • ETF Strategies
  • Financial Planning
  • General
  • Income Strategies
  • Portfolio Strategies
  • Retirement Planning

ADVISER LOCATIONS

  • CALIFORNIA: San Francisco, Walnut Creek
  • COLORADO: Greenwood Village
  • FLORIDA: Bonita Springs, Fort Myers, Naples, Ocala, Sarasota
  • GEORGIA: Duluth, Marietta
  • MAINE: Portland
  • NEW JERSEY: Jersey City
  • NORTH CAROLINA: Mooresville
  • TEXAS: Sugarland

Firm Disclosure Documents

  • Firm Brochure
  • Privacy Notice 2017
  • Business Continuation Plan 2017
  • Wrap Fee Brochure
  • Adviser Profiles
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RSS World News

  • Senate slaps new sanctions on Russia, putting Trump in corner
  • Ryan assures Republican senators House will not pass 'skinny' Obamacare repeal
  • Amazon plows ahead with high sales and spending; profit plunges
  • House of Representatives boosts military spending, gives Trump border wall money
  • Top Trump lieutenant Scaramucci lashes colleagues in obscene rant
  • Flush times for hackers in booming cyber security job market
  • Welcome
    • For Internal Use Only
  • Retirement Plans
    • Our Approach To Retirement Plans
    • 3(21) vs 3(38) Fiduciary
    • Fiduciary Standard
    • The AIF® Difference
    • Cash Balance Plans
  • Portfolio Management
    • The Technical Analysis Advantage
    • ETF Balanced Portfolios
      • Why we use ETFs
    • Monthly Needs Portfolio
    • Real Income Strategies
      • Reason for REIT Investment
  • Privately Managed Accounts
    • Our Process
  • Consulting
  • Our Advisers
  • Contact
    • Join the Team
    • Disclosures
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