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Annualized Returns - Naylor&Co

Our Firm

Naylor & Company is a registered investment adviser that manages investment portfolios for individuals and businesses.

We work closely with our clients to establish balanced portfolios of stocks, bonds and cash consistent with our clients’ goals.  All client portfolios are managed in separate, independent accounts at TD Ameritrade.  Naylor & Company’s stock investments are represented by the Naylor & Company Core Composite SM, which is the sole investment strategy of Naylor & Company.


Since our founding over 14 years ago, we have used the investment strategy of the Naylor & Company Core Composite SM to generate annualized stock investment returns, net of fees, of 14.9%, in comparison to 10.1% for the Russell 3000®, our benchmark.  Our mission is to continue to generate long-term returns greater than our benchmark, while providing investment advising services that exceed client expectations.  Naylor & Company claims compliance with the Global Investment Performance Standards (“GIPS®”) and has been independently verified for the periods April 10, 2003 to December 31, 2015, by Ashland Partners & Company LLP.  The details of our stock investment returns and applicable disclosures can be seen in the chart on this page and on our Performance page.

Annualized Returns - Naylor&Co

How to Open an Account With
Naylor & Company

Call (415) 741-7280 or

To open an account, please call or email Naylor & Company.  We manage separate, individualized accounts using TD Ameritrade as custodian of all funds and securities.  Naylor & Company does not hold funds or securities itself.

When you call, we will discuss your investment preferences and objectives.  Upon your decision to open an account, we will take your information and complete all of the necessary forms to open your account at TD Ameritrade.  We will then send you the relevant forms for your signature and forwarding to TD Ameritrade.  Account types can be regular brokerage accounts, IRAs, SEP IRAs, SIMPLE IRAs, Trust Accounts and others.

By logging onto TD Ameritrade’s website, clients have full transparency of their holdings, transactions and account records.  Naylor & Company is completely independent and receives no fees or compensation from TD Ameritrade, any other broker or mutual fund company.  To obtain our contact information, please see our Contact Us page.

Annualized Returns - Naylor&Co

Investment Strategy

We work closely with our clients to determine the best allocation of assets among stocks, bonds and cash.  With respect to stock investments, we use the strategy of the Naylor & Company Core CompositeSM to invest in good companies in out-of-favor industries.  We create concentrated portfolios of 30-50 companies with good long-term growth prospects and undervalued stock prices.  We choose companies with strong fundamentals in recovering industries and gain a thorough understanding of their business dynamics.  We have the patience to wait for our undervalued companies to realize their full potential and the discipline to weather stock market fluctuations.  More details about our investment philosophy can be found on our Strategy page.

Risk Mitigation

To achieve good long-term performance in the stock market, an investor must have a strategy to minimize losses.  We select companies for investment that have growing businesses, strong competitive positions, solid balance sheets, proven records of producing earnings and an ability to produce goods or services that are truly needed by the public.  In addition, we look for companies with undervalued stock prices as this mitigates some of the risk of price declines due to over-hyped valuations.  We are comfortable with stock market fluctuations because we know we are investing in strong companies.  To read more about Naylor & Company’s risk mitigation, please see our Strategy page.

Annualized Returns - Naylor&Co

Experienced Management

Chad Naylor, owner and founder of Naylor & Company, has managed investment portfolios since 2003 and has established a long record of outperforming the overall stock market when averaged over several years.  For more information about Mr. Naylor, please see About Us.  Details about Naylor & Company’s investment returns and related disclosures can be found on our Performance page.

GIPS® is a registered trademark of CFA Institute.  CFA Institute has not been involved in the preparation or review of this report/advertisement.