About Us

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Who we are

Calmly and Competently Leading You to Financial Security

Fund Nest Holding was formed in 2008 when the financial services industry was fraught with conflicts of interest. Even today, many investment management firms push products and revenue rather than honoring their fiduciary responsibility. It was in this landscape that our founders established something different. Earning and keeping your trust is central to everything we do. Since our founding, we’ve committed to holding ourselves to exceptionally high ethical standards.

Exceptional Client Service

Fund Nest Holding Advisors In the corporate environment of large brokerage and investment management firms.

Transparency

Confidence that your money is in good hands starts with excellent communication from your advisory team

Investment Strategy

We stick to our guns through the market’s ups and downs, don’t chase fads, and are not afraid to say “no” when the job requires it.

Our Team

We Are A Great Family

We succeed when our clients succeed. To effectively manage risk, we built a proprietary risk engine that uses data pulled from APIs, financials provided by our clients, and machine learning to model a company’s future growth.

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Jack Spencer

Chief Executive Officer
Jack is the chairman of Fund Nest Holding. With 20 years in the executive search business.
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James Belfort

Strategic Advisor, Investor
More than 16 years of business development and strategically financing businesses
Portfolio

Goal-Based Management of Institutional Portfolios

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Our Services Are

  • Based on your personal needs and circumstances
  • Focused and disciplined with an emphasis on trust, integrity, expertise, and service
  • Designed to mitigate the amount of loss sustained during a market decline while optimizing overall investment returns
  • Based on unbiased, professional experience
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