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NestEggs
NESTEGGS, INC. is an SEC-registered investment adviser in JACKSONVILLE, FL, registered since 2005. The firm manages $911 million in assets, with $823 million...
Overview
NESTEGGS, INC. is an SEC-registered investment adviser in JACKSONVILLE, FL, registered since 2005. The firm manages $911 million in assets, with $823 million on a discretionary basis. It has 29 employees and 9 investment advisers.
General information
Firm type
Asset Manager
Year founded
2015
Location
Region
North America
Country
United States
City
Jacksonville
Corporate office
Roseville, CA, United States
Principals
Benson Porter
CEO
Sector focus
Frequently asked questions
Who runs investment decisions at NestEggs?
Benson Porter, the firm's founder and CEO, leads the company. He previously spent over two decades at Boeing Employees Credit Union (BECU), where he served as president and CEO, growing BECU into Washington state's largest credit union. His background is in retail financial services and credit-union governance rather than traditional institutional portfolio management. The platform itself is structured so that individual investors using self-directed IRAs or solo 401(k)s make their own allocation decisions among the available real estate and private-credit offerings.
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