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Learn to Invest Like a Professional

Traditionally there are two ways to manage your investments.

Either you hand over your money to a professional and allow them to make all of your financial decisions and manage your account, which leaves you with no control. Or …

You hire a broker to execute you plan, which means that you are on your own when it comes to decision time.

Either way you might feel like you are not in control, and when we’re talking about money that is not a good feeling!

Turn Frustration Into Success.

The Zen Investor Membership programs offer a new way to handle your investments. You keep complete control and make your own decisions, but we provide the knowledge and support that you need to invest with confidence.

Get everything you need to take control of your investments right now!

Find Your Path To Financial Freedom

There are 3 levels for membership, and all of them offer varying degrees if information, guidance and support, and all 3 are still cheaper than hiring a broker.




Article Knowledgebase

Frequently updated database of articles including titles like:

  • 5 investing secrets that brokers only share with their wealthiest clients.
  • Favorite trading strategies of the top performing hedge funds.
  • The best stocks and ETFs to consider buying right now.
  • ZenInvestor rankings of the top asset classes, sectors, and industry groups.

Decision Making Tools

Stock Market Risk-O-Meter - What is the current risk/reward ratio for the stock market? (emailed to you monthly)
Learn by example with Zen Investor Model Portfolios (we’ll even notify you when they’re updated!)
Dynamic charts that help you gauge economic health and make informed investment decisions.

Home Study Workshops

Get exclusive access to these Zen Investor Workshops.
1. Who Are You? (as an investor) – Lay the foundation for your customized investment plan.
2. Effective Zen Investing – How you can invest with truth, clarity and simplicity.
3. Creating Your Investment Plan – How to move from theory to practice.
4. Putting It All Together – Implement and launch your investment plan.

Personalized Attention

Discover your trouble spots with an in depth portfolio review.
Personal Track Record Evaluation- Can you handle the truth?
Zen Investor Second Opinion™ – Email Zen Investor up to once a day for personalized support and answers to your investment questions




The only reason to sign up for our coaching service is to improve your actual investing results in a meaningful way. If we fail to deliver on our commitment to help you accomplish your investing goals, then we don’t deserve to keep your money.

We have so much confidence in our coaching program that we are willing to offer all of our students a limited 100% Money Back Results Guarantee.

Shown below are the specifics of our guarantee, but in plain english, we simply ask that you give our service a fair try and stick with your program for a full twelve months. Here are the details:

· Stay with the program for the full 12 month period.
· Do the work required, including timely completion of deliverables.
· Implement recommended portfolio changes within 24 hours of notification.
· Ask your coach for help if you are not sure about specific instructions.
· If your results do not improve by at least two times the fee for your plan, then we will promptly issue a 100% refund.
· You must have followed all of the recommendations given by your coach.
· Your performance includes the net realized and unrealized gains or losses as of the last day of the 12th month of service.
· You agree to provide full brokerage account documentation for the 12 month period.

Our guarantee is there to give you the peace of mind and confidence that you deserve for entrusting us with your financial well-being.