Naples Global Advisors, LLC Employee Directory

Investment ManagementFlorida, United States11-50 Employees

Naples Global Advisors, LLC is an investment management firm based in Naples, Florida, founded in 2011. It operates as a registered investment adviser with the U.S. Securities and Exchange Commission and serves individuals, families, trusts, retirement plans, charitable foundations and endowments. The firm follows a value-oriented investing philosophy, evaluating assets by their price relative to estimated worth and emphasizing the quality of earnings and cash flow within a global opportunity set.

The team delivers a range of services such as customized portfolio management, estate and trust planning, cash flow forecasting and budgeting, and guidance on IRA and retirement plan elections. It also offers advisory support for banking products, life insurance coverage analysis and Social Security benefit consultation. Based in Naples, the firm frames its approach as applicable locally or globally, and it notes that its Form ADV, Part 2 disclosure is available upon request.

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