Naok Financial

Naok Financial, a middle market financial advisory firm, is located in New York City and boasts an international client roster. The firm prides itself on having many alternative investment vehicles, which allows it to provide its clients with risk management, diversification, and objective yields. As a middle market firm, Naok Financial represents the interests of both high net worth clients and institutions. These institutions include corporations, organizations, and governments.

Currently, Naok Financial is focused on investments in the areas of renewable and alternative energy, real estate, and technology. With the profits from these investments, the firm provides its clients with services in three major divisions: investment products, wealth management, and real estate. The investment products Naok Financial offers include stocks, bonds, insurance, annuities, alternative investments, and global currency. When it comes to wealth management, Naok Financial specializes in advisory services for starting a family, saving for a child's education, making the most of one's assets, managing one's estate, and preparing for illness and injury. Lastly, Naok Financial advises clients on capital solutions, development, acquisitions, private equity funds, and alternative financing in all matters relating to real estate.

The professionals at Naok Financial have collectively accumulated 40 years of experience. The firm is headed by H. Roger Daisley, who became Chairman in 2008. Daisley spent decades working in the life insurance sector at companies such as New York Life Insurance Company, Mutual of New York (MONY) Life Insurance Company, and The Guardian, as well as at his own firm, H R Daisley & Associates. He was educated at The American College and at the U.S. Naval Academy.