Venture Capital
Meet Dr. Herbert Wertheim, the billionaire optometrist who Forbes hailed as “the greatest investor you’ve never heard of.” He quietly built a stock portfolio estimated at $4.6 billion. Affectionately known as Dr. Herbie, Wertheim has built his portfolio through traditional, time-tested investment strategies. By primarily investing through ordinary Fidelity Investments and Charles Schwab accounts, he has been able to steadily grow his wealth.

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