Your Guides to Real Wealth
We’re two friends who met in high school in the 1980s, with 45 years of investment experiences between us, living proof that you can break free from the wealth management trap. We’re self-made retirees who turned our savings into lasting wealth, no pensions, no handouts, just our own investments. With business degrees behind us, we started out believing the market was “efficient”—until we saw the truth.
For decades, we navigated the investing maze—stockbrokers, mutual funds, ETFs, trusts—all while the industry pocketed fees and delivered crumbs. We dug deeper, spending thousands of hours researching stocks, reading billionaire playbooks, and questioning the “experts.”
- The Guide
After a decade in the wealth management industry, he resented that the system wasn’t designed to help clients succeed, but rather to to maximize fees. He left to create a better way for investors to grow wealth.
- The Hunter
Starting with modest investments, hunted down what billionaires knew—deep value stocks, concentrated bets, real returns—and proved it with his own money. Today, I share the exact same stocks I invest in to help you achieve market-beating returns.
Together, we ditched the middlemen. Our portfolios deliver 20%+ actual returns per year — some investments are up 50% in a few months — while we live comfortably, free to do as we please. The wealth management industry wants your money for itself, peddling “index” myths and outrageous fees that rob your family’s future—college funds, early retirement, legacies. We’ve seen it fail clients for decades. We’ve beaten it.
Value Investing Portfolio is our mission to share that victory. Every pick we own 5 – 15 investments a year, no fluff, no multipage email upsells — is yours in our newsletter. No commissions, no secrets—just the real investments that built our wealth, straight to your inbox. We’re here to show you what’s possible when you take control: not just surviving, but thriving. Your dreams deserve more than their leftovers. Join us, and let’s turn your savings into your story.
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