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Charitable giving
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Who we are


Nine Pines Ventures (NPV) began as a family office, created to manage the proceeds from the sale of Nine Pines Ranch in Oklahoma. Following the 2008 global financial crisis (GFC), additional family members entrusted Ron Moore with managing their investment portfolios. With a strong strategy in place, the original heirs left their accounts in Ron’s capable hands. Over time, the circle expanded to include friends facing challenges such as caring for aging parents or other personal hardships.

In 2023, NPV officially formalized its operations and registered as a California-based Investment Advisor.

Ronald (Ron) D. Moore, born in 1960, is the sole owner and proprietor of Nine Pines Ventures. He holds a Master of Science in Computer and Information Science from Oklahoma State University. Before founding NPV, Ron served as the Vice President of Business Development at Arm, Inc., where he worked in various roles across Marketing and Commercial Operations. He led a team focused on semiconductor market analysis and crafted go-to-market strategies for global market segments. Ron was also involved in numerous M&A projects, where he developed financial models and cash flow statements.

Leveraging this extensive experience and his commitment to continuous learning, Ron has consistently outperformed the S&P 500 for more than a decade.

Advisory Products


NPV offers a variety of services including financial planning and portfolio management.

Financial Planning in California Financial Planning in California

NPV offers a range of financial planning services, each customized to meet the unique needs and goals of our clients. We create tailored strategies based on the client's goals, such as retirement savings, Incremental income, or funding college expenses. A comprehensive, written Financial Plan is then provided, with separate sections for each goal, which the client can review and discuss.

As an Investment Advisor, NPV does not receive commissions on recommended investments, insurance, or real estate. Clients are under no obligation to follow the advisor’s recommendations. Should a client choose to act on any of the recommendations, there is no requirement to complete the transaction through NPV or its services. Nine Pines Ventures started operations on January 1,2025 and has $15 million Assets Under Management (AUM).

Portfolio Management in California Portfolio Management in California

NPV offers portfolio management services for individual investors in publicly traded securities. While a separate Financial Plan is recommended, it is not mandatory. To authorize management, the client must complete an "Investment Guideline and Limitations" agreement. The portfolio will be managed with a focus on achieving the client's goals while adhering to their specified risk profile. Any social preferences or restrictions will be respected.

Stock selections are based on fundamental analysis, which evaluates factors such as revenue, earnings, cash flow, and management stability. Key trends are continuously monitored to identify any changes in these fundamentals.


Approach


ANALYSIS METHODS

At NPV, we conduct thorough fundamental analysis of individual companies, leveraging discounted cash flow (DCF) models, both GAAP and non-GAAP metrics, and insights from executive communications. Additionally, we employ quantitative (statistical) methods to formulate strategies poised for market success.

It is important to note that investing in securities carries the risk of loss, including both profits and principal. Clients should ensure they are comfortable with this level of risk and prepared to bear potential losses.

Analysis Methods in California Analysis Methods in California
Buy-and-hold in California Buy-and-hold in California

BUY-AND-HOLD

The majority of NPV clients use a Buy-and-Hold strategy in mutual funds and public companies with strong balance sheets and good earnings and cash flow for long-term capital preservation and growth. The principle is that we select good companies (e. g., stocks) and become an owner of the company. The material risks of this strategy are the business risks of the stock in the portfolio. Of course, we continuously evaluate the company’s operations and executive team to ensure they remain a quality company. If not, we reduce or eliminate the position in the portfolio.

Portfolio Hedge in California Portfolio Hedge in California

PORTFOLIO HEDGE

High net worth clients use a portion of their portfolio to pursue a Portfolio Hedge with Options strategy, or options, to hedge against market and economic risks. This strategy involves writing Covered CALLs for stocks trading near all-time highs to preserve profits and buying PUTs to protect against downside market risks. Option strategies are subject to volatility risk as well as the business risk of the underlying stock. These strategies have a greater inherent investment risk of loss than Buy-and-Hold.

Venture Investing

NPV also invests in early-stage, Series A and Series B, companies that have potential to become strong operating companies or exit through acquisition.

Portfolio companies are:

Portfolio Companies

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VendCentral Inc, and it’s three product brands. Marketing includes digital sales & marketing solutions for the refreshment services industry. Cool Breakrooms helps companies, and their workplace managers, deploy state-of-the-art breakrooms to increase employee engagement and collaboration. And recent acquisition, Vending Connection, a resource for vending operators just starting or wanting to expand.

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6L, Inc., and it’s software-as-a-service product, ZippyAssist. ZippyAssist™ is clever technology that helps operators deliver great customer support around the clock using AI‑driven automation designed to optimize customer care without compromising the personal touch. It's like having an employee in every location 24/7.

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Our mission at Expressions is to revolutionize retail merchandising by eliminating the need for physical greeting cards on shelves. We are committed to continually adapting to the evolving desires of our customers. Our focus is on creating meaningful, connected, and personalized greeting cards that allow individuals to express themselves fully at convenient locations.

Expressions strive to help people convey their sentiments in a unique, convenient, and personal way, rather than aiming to be the largest greeting card company. By blending technology with the timeless tradition of giving greeting cards, we are transforming how people share their heartfelt messages.

Our kiosks enable anyone to effortlessly create a one-of-a-kind, personalized card on the spot, perfectly capturing their emotions and thoughts. We take pride in leading this transformation, bringing convenience and personalization to the forefront of the greeting card industry.