Professional Alliance Investing

Professional Alliance Investing

MDIS is proud to offer its members personal investment and financial planning through NobleVest Private Wealth.

NobleVest Private Wealth was started by Ken Roberts, Geoff Stufflebam, Shweta Agarwal and Kraig Bode. Ken, Geoff and Shweta were at Morgan Stanley before branching out on their own and have been MDIS partners for last few years. Ken, Geoff and Shweta have over 50 years of combined experience in the financial markets and manage over $230 million in client assets.

Along with providing 401(k) services to MDIS members at very competitive rates, NobleVest offers reduced pricing on personal investing with $50,000 minimum portfolio size. MDIS has negotiated a 25% reduction from the standard pricing model, and discounting may increase from this based on the size of the relationship.

For for a no-cost, no-obligation consultation email or call 417-512-2100.