We are accredited investors with a high preference for liquidity and scenic views of ocean and waterfront. We actively manage a privately-held, globally-oriented Growth and Income Investment Fund with direct holdings in 33 well-capitalized public corporations and limited partnerships. We sail off-shore by wind power, drive a Prius, and promote solar energy; still, we love our big double-hulled motor propelled PanaMax, SuezMax, AfriMax, and SuperMax vessels.  Fan Base we are!

The Investment Community has been enjoying a Viral Storm from China this year, only discovered when a few courageous Chinese citizens let American colleagues know what was going on in Wuhan. 

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    Firms' Market Capitalization:     $3,191,896,382,000

    Associates Worldwide:                              2,424,264        (in over 150 countries.)

                                                                  $1,574,457  Market Cap per Associate

                                                                  $   137,390      Net Profit per Associate

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                                     OUR FUND PERFORMANCE                             Dividend

     YTD        Last Mo     1 Year       3 year      5 yr.      Since 2010         Annual Yield

     0.14%     -3.19%      -7.32%   +3.88%    +4.94%    +6.19%       +        3.65%           

Of the mutual funds we monitor, P.I.M.H. still ranks in the top quartile.  The expected real return of the traditional U.S. 60/40 portfolio is 2.8% for the next 10 years.  according to Morgan Stanley compared to a long-term average of 5% (since 1900  ).'

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We are headquartered aboard the 40' Research Sailing Vessel Nereus, U.S. Registry # 662485, currently berthed (much of the time) on Inter-coastal Alabama waterway - Day Marker 74, north of Orange Beach, Alabama, just west of  Pensacola, Florida    (If not at Barber's, find us then at Bear Point Harbor or at The Wharf.  Occasionally much farther away offshore at sea or gently cruising to Pensacola or New Orleans or enjoying life near Presque Isle, Erie,  PA.         

                                                  Position Berthed:  N 30º 18’ 47” W 87º 34’ 10”