Naples Money Management

Craig M. Dacey serves as President and Chief Investment Officer, overseeing portfolio construction, manager selection, and asset allocation decisions. His leadership structure gives the firm a single decision-maker for investment policy rather than a committee-driven model. Dacey's tenure anchors the firm's continuity across market cycles.

The firm sources alternative investments primarily through manager relationships and operating partners active in the Southeastern US. For direct real estate lending, the firm works with regional developers and property operators, giving it visibility into deals that institutional platforms often bypass. Fund commitments appear to come through established general partner relationships rather than public placement channels.

The firm focuses primarily on the Southeastern United States, with deep operational familiarity in Florida's Gulf Coast real estate and credit markets. Manager relationships extend into Texas and the Mountain West for private equity and infrastructure commitments. The Naples headquarters location reflects the firm's alignment with the migration patterns of its high-net-worth client families.