"We are a different private investment firm. We are small, and we like that."
Real Estate. Small Business. Equities. New Ventures. Angel Investing. Charity
We are a different private investment firm. We are small and we like it that way. We apply methodical and strict investment criteria to every deal to minimize risk and maximize returns. Above all, we never compromise our values in the process, not in a transaction or in a potential partnership. Our values are the guiding principles we implore and the main reason for the success of our firm. What started as small family investment fund, has now grown to include several successful partnerships with entrepreneurs and investors of similar foundations. Let's talk about how your family and ours can "Values Invest" together.
GraceWise was born in 2014. Named after the meaning of the names of the founder's children, John ("God is Gracious") and Sophia ("Wisdom"), the firm takes family and faith seriously. We believe in sound moral and ethical investing and a commitment to community and social justice for all. This is why GraceWise donates 10% of all profits to charitable causes and operates a 501c3 non-profit organization committed to the benefit of humanity.
Mission: To secure the financial future of your family and ours, create a legacy of assets for generations to come, and to contribute greatly to humankind, through fidelity and faith in the gospel.
Vision: To create financial freedom through the accumulation of a diversified and socially responsible portfolio of income-producing investment assets and to give the greatest gift of time back to our partners to share with family and society.