Noble Capital Partners, LLC has over 70 years of combined experience working in the financial markets. This extensive background has allowed us to develop skills, contacts and reputations are not easily surpassed. Our contacts in the securities dealer community and our ability to identify and act on opportunities in the market are the keys to our success. We personally manage each of our client’s investment portfolios and maintain an on-going relationship with all of our clients. We listen to our client’s needs and expectations and custom design a specific investment strategy that matches their growth and income needs within prescribed levels of risk.
Our Philosophy
Our primary investment philosophy is to design a portfolio that matches our client’s individual goals and objectives. This is why each client has his own separately managed portfolio. We manage money for ourselves and our families in the same manner as our clients, providing a disciplined approach to accumulating assets. Our goal is to maximize returns, while preserving capital. We accomplish this by portfolio, industry, segment and name diversification. Most investors’ portfolios contain a fixed income component, typically to manage overall portfolio volatility and/or to provide an ongoing reliable source of income. We believe that the expertise we offer in the fixed income arena can add significant value to your overall portfolio.
Account Information
Accounts are domiciled at Pershing LLC, one of the largest, most reputable brokerage firms in the country. Our clients receive monthly statements and confirmations of each transaction from Pershing LLC to let them know precisely where their investments stand. Additionally, year-end transaction details are sent to assist you or your accountant for tax purposes. Of course, you are always free to call us at any time to discuss your account and get any questions answered promptly. This is just a part of understanding our client’s needs and another benefit of having an individually customized portfolio.
Our Fees
Our Fees are determined as a percentage of assets. They generally range from .75 to 1% of assets under management and are charged to each account on a quarterly basis. |