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Naylor Asset Management
Naylor Asset Management is a Registered Investment Advisor (RIA) in the State of Minnesota offering fee-only financial planning and asset management.
Overview
Naylor Asset Management is a Registered Investment Advisor (RIA) in the State of Minnesota offering fee-only financial planning and asset management. It has a fiduciary responsibility to provide suitable investment advice based on clients’ individual financial needs and builds portfolios tailored to each client’s financial expectations. The firm aims to make the journey for financial security as simple, educational, and reassuring as possible.
General information
Firm type
RIA
Location
City
Minneapolis
Principals
Gregory A. Naylor
Jr., CERTIFIED FINANCIAL PLANNER™ and President
Meg E. Gilbert
Client Services Manager
Frequently asked questions
What investment strategies does Naylor Asset Management pursue?
Naylor Asset Management allocates across public equities, private credit, real estate, and alternative investments. It co-invests alongside external managers, but specific asset allocation percentages or recent deals are not publicly disclosed.
Where is Naylor Asset Management headquartered?
The firm's specific headquarters city is not publicly confirmed in available sources.
How large is Naylor Asset Management's portfolio?
Naylor Asset Management does not publicly disclose its total AUM or deployment capacity. The firm maintains a low profile with no published financial data.
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