Aspire to be
Noble Investors.
A core Portfolio for Friends
Connected, Appreciation Minded, Purpose-Driven
Noble Investors:
Have an eye toward developing deeper friendships.
Are humble and aware of other people.
See money as "one among many tools" and are generous.
Are kind, rather than overly driven and competitive.
“Gain all you can. Save all you can. Give all you can.”
— John Wesley
Our friends in this core portfolio are both seasoned and new investors who want to invest in the broader public markets, but this is not their area of core expertise. We like to act as a complementary and vital piece of every person’s portfolio puzzle.
Transparency is the issue.
It's hard to see through public markets, to know what goes on under the surface.
It's hard to trust in big-city corporate folks who can get fat on your money and may or may not make you a penny along the way.
Knowing the industry inside and out, we believe this kind of mistrust is warranted.
