If you like what you see on this web site, and you think you might benefit from more detailed and specific information on how to use the ideas and insights that we offer, you might want to consider becoming a Premium member of ZenInvestor.
As a Premium member, you will gain access to more in-depth analysis of the economy and markets, along with detailed and specific model portfolios that you can implement through your own broker. Our model portfolios are context-sensitive, which means that we construct them with specific time frames and risk tolerances in mind.
The models make liberal use of exchange traded funds, or ETFs, to gain exposure to a diversified combination of asset classes. There are three models: long, intermediate, and short term- depending on the amount of time the investor has until he or she will begin tapping into the funds in the portfolio.
Within each of the three models, we also offer three risk profiles: aggressive, moderate, and conservative- depending on the experience and temperament of the investor.
In addition to these models, we also offer Advanced Coaching. This level of Premium subscription goes one step further, allowing us to create a portfolio that is custom-tailored to the specific circumstances of each investor. This level of service begins with a one-on-one conversation in which the investor describes his or her financial situation, and what specific financial goals he or she has for their portfolio.
To see a table showing the services we offer, and the corresponding prices,
click here.