Eric Linser is a wealth advisor with Green Valley Wealth Advisor, an affiliate of Naples Asset Management Company, a federally registered investment advisory firm (RIA). Eric provides investment counseling and money management to individuals and families, as well as fiduciary consulting to businesses and endowments. Eric has extensive capabilities to address a full range of wealth issues that clients face, particularly focusing on helping retirees fund their income needs.
Green Valley Wealth and Naples Asset Management offer fee-based, discretionary investment advisory services. Unlike many other firms, we have no ties to, and do not receive commissions or compensation from any broker, mutual fund company, banking institution, or insurance company. We unequivocally reject all soft dollar arrangements and sales bonuses. We offer truly objective investment advice with only our clients’ best interests in mind; the true meaning of fiduciary.
We are committed to providing exceptional, personalized advice, and will design and manage a portfolio designed to meet your specific needs. Whether you have a long time horizon appropriate for a heavier allocation to stocks, or are looking to generate a steady level of current income and minimize volatility, we will build-out and manage your portfolio and make on-going investment decisions for growth and/or income, and preservation of your assets entrusted to our care.
Our culture is defined by independent thought and critical analysis. Each advisor brings with him or her a unique background and talents which collectively we can share. We demand accountability, both from ourselves and in the companies in which we invest. We tend to exercise patience in an effort to find attractive investment opportunities. We are driven to continually improve our investment results and to seek new insights to exploit market inefficiencies. We look to be innovative in our investment strategies, offering us an edge in finding world class opportunities and making money for our clients.
A successful relationship should be a win-win for all.
Plan for your future; Invest in what matters.