Nobscot Investment Management LLC

Nobscot Investment Management provides customized investment management to individuals, IRAs, trusts, small endowments and charitable organizations. The firm manages client portfolios on a discretionary basis and accommodates client-imposed restrictions or coordination with outside advisors.

The firm’s investment process is grounded in fundamental research that combines bottom-up company analysis with top-down macroeconomic assessment, typically pursuing a multi-year (2–5 year) horizon and targeting low annual turnover (under 20%). Portfolios are generally diversified across publicly traded equities, fixed income and cash with a bias toward domestic holdings; Nobscot uses low-cost index funds for broad exposure and may include individual securities or limited alternatives for suitably qualified clients.

Statistically uncommon for independent advisers, Nobscot explicitly serves charitable organization clients and small institutional/endowment accounts and is qualified to be nominated in the Fidelity Charitable Investment Advisor Program to manage donor-advised assets. The firm also requests a sizable relationship minimum ($3 million) and applies portfolio controls—such as generally limiting direct exposure to any single security to about 5%—resulting in a relatively small number of large, highly tailored client relationships.