"The Naples Money Managers" Believes in Building and Earning Trust
“The Naples Money Managers” consider transparency and security to be paramount. This is why we choose to custody your entrusted investments with a third party such as Fidelity Institutional Wealth Services, one of the world’s largest financial services provider with trillions of Assets Under Administration (AUA). * The Institution's monthly statement for your investment account provides full transparency and the ability for you to verify “The Naples Money Managers” in-house reporting. “The Naples Money Managers” has trading discretion and shall only direct investments within the portfolios designated by the client. Naples Money Management, LLC., holds the Registered Investment Advisor (RIA) Designation. The corporation is registered with The Securities and Exchange Commission (SEC)**
Mapato Strategies (from lowest to highest risk)
Mapato Cash Portfolio
This strategy is designed for investors who would like a to generate an income rate higher than bank rates but still need to minimize risk and maintain liquidity. The portfolio is designed to produce income in the 4% range on a predictable basis. Due to the nature of the strategy, and In order to achieve the full income benefit, it is recommended that the investor has committed to hold the portfolio for a minimum of 18 months.
Mapato Dividend Enhanced Balanced Portfolio
This strategy is designed for investors who needs income as well as growth in order to keep pace with inflation. While the investment is meant for the longer-term investor, it is liquid and reduces the risks of owning stocks by approximately 50%. The portfolio is a blended portfolio with income being the first priority and growth secondary. It is designed to produce approximately 6% income with the opportunity to also capture growth of up to 2-4%. Due to the nature of the strategy, and In order to achieve the full income benefit, it is recommended that the investor has committed to hold the portfolio for a minimum of 18 months.
Other In-House Management (from highest to lowest risk)
An investor may choose one, all, or a combination of these portfolios depending on their personal financial plan objectives.
Consisting of a balance of growth Mutual Funds and Exchange Traded Funds
Consisting of an allocation balanced between income and growth Mutual Funds and Exchange Traded Funds
These allocations are meant only as illustrations to identify how Mapato would work into a comprehensive allocation.
These asset allocation analyses as well as the Efficient Frontier Standard Deviation (Risk) charts above each allocation are provided to you for informational purposes only and are not recommendations. Actual investment results may differ from the projected performance results portrayed in this report. This report uses information that is considered reliable, but it does not represent that the information is accurate or complete, and the report may not be relied upon as such. The report is not intended to be either an expressed or implied guaranty of actual performance. It is not intended to supply tax or legal advice. There is no solicitation to buy or sell securities. The deduction of advisory fees, brokerage or other commissions, and any other expenses that would have been paid may not be reflected in the analysis. The results portrayed reflect the reinvestment of dividends and other earnings.
*Please visit our website www.naplesmoneymanagers.com and go to our transparency page for further disclosure
**Registration as an investment advisor, or any reference to the firm being or the use of the term “registered’, “registration or “registered investment advisor” does not imply a certain level of skill or training.