NAYLOR ASSET MANAGEMENT, LLC

Overview

Naylor Asset Management, LLC is an independent registered investment adviser organized to serve individual and family clients and a small-business segment. The firm emphasizes financial planning and portfolio management rather than discretionary trading: its reported assets are held on a non‑discretionary basis, which indicates clients retain final trading authority while the adviser provides allocation advice and model recommendations. Investment activity centers on pooled public funds and mutual funds for core exposure, supplemented by targeted alternative allocations across real estate, managed futures, commodities and oil & gas. Fee arrangements combine a percentage of assets under management with hourly fees for planning or consulting work. The firm does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices