An excellent compliment to most investor portfolios is a transparent managed account of 25 stocks paying dividends. Today investors, especially those seeking income, must be concerned about two things, inflation and interest rate risk.
The NAMCOA Monthly Needs Portfolio, provides a hedge for both concerns. Walter Hester, Senior Portfolio Manager of the NAMCOA Monthly Needs Portfolio, has updated his portfolio performance.
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Naples Asset Management Company (“NAMCO”) is pleased to announce the opening of its 9th branch office in Ocala, Florida. Thomas j. Cooper, CFP, CPPT will head up the branch office. His email address is firstname.lastname@example.org , phone 352.857-7273.
NAMCO is expanding its wealth management and retirement plan services to other regions in the US. NAMCO offers a full range of high end portfolio and planning services for business owners and high net worth investors, Collectively NAMCO has over 300 years’ of financial services experience.
The Company continues to attract highly experienced Portfolio Managers and Planners who seek institutional level portfolio and planning tools to deliver and manage investors’ portfolios at the lowest cost, with a fiduciary approach, which put the clients interest foremost.
NAMCO’s Office locations include Fort Myers, FL, Greenwood Village, CO, Naples, FL, Sarasota, FL, Lake Oswego, OR, San Francisco, CA, Sugarland, TX . Walnut Creek, CA and now Ocala, FL. Please contact us for more information about the Ocala office, contact Thomas Cooper at email@example.com or by phone at 352.857-7273.