We do one thing: make you a better investor.


Here's How We Do It

Training courses - online and on demand

  • Free courses on the basic concepts of investing. Geared for investors just starting out.
  • Registered (still free) courses designed for experienced investors looking to up their game.
  • Premium courses for those brave souls who are willing to put in some serious effort.

Original articles

  • We write about topics that are overlooked or ignored by the mainstream financial media.
  • We do investigative reports that expose the darker side of the investment business.
  • We work our extensive network of traders & portfolio managers to find out what the smart money is doing. 

Coaching and Consulting

  • Individual, 1-1 coaching and consulting engagements.
  • Based on a reasonable hourly fee.
  • You set the agenda, and we only work on the issues that are important to you.
  • Choose a coaching package, a free-form coaching or consulting engagement, or whatever suits your needs and your schedule.

Expert 2nd Opinions

  • Not sure that your broker or adviser is being totally honest with you? We will find out for you.
  • Concerned that you may have a land mine in your portfolio? We will find it.
  • Want to know if your strategy is solid and appropriate for you? We will audit it.

Trading Strategies

  • Time-tested and proven factor based trading strategies that are easy to implement.
  • Generates a model portfolio of 5-7 stocks that you rebalance every 4 weeks.
  • These strategies have been tested back to 2000, and live since 2005-2008. 
  • All trading strategies come with a 100% performance guarantee. If they don't beat the market, you don't pay.


Portfolio Second Opinion Services

Portfolio Checkup

An objective and unbiased audit of your current portfolio. We look at quality, risk, fees, diversification, and efficiency. Includes a written summary report. Since we never take possession of your assets, you can go wherever you like to implement any suggested changes.

 

Full Portfolio Diagnostic

A thorough, in-depth portfolio review, including stress-testing and benchmarking. The goal is to make sure that it is the best choice for achieving your investment goals. We may suggest a few minor adjustments, or perhaps even a major overhaul. Detailed report upon completion.

 

Complete Portfolio Overhaul

After running a full diagnostic, we offer specific steps you can take to improve the quality, efficiency, costs, and risks of your current portfolio. After receiving our detailed report, you are free to implement these suggested changes through the intermediary of your choice. 


Coaching & Consulting Services

Quick Tune-Up

Sometimes all you need is a quick look at your portfolio to make sure everything is in order. 9 times out of 10 we find a few things that can be tweaked to improve efficiency. Sometimes we find more serious problems, and we point them out to you. It’s entirely up to you to decide what, if anything, to do about these problems.

Full Diagnostic Testing

As you move through the stages of your life, your financial needs and circumstances change. A full diagnostic will cover everything you are doing now, and make recommendations about changes that will update your process so that it keeps up with your ever-changing financial position. It’s up to you to decide what to do about the issues identified in the report.

Complete Plan Overhaul

A collaborative effort to craft a top-to-bottom game plan that will keep you organized, focused, and on track. We articulate your investment philosophy, create a robust strategy, map out the tactical details, establish your trading rules and risk limits, and establish a monitor and rebalance routine.

Our coaching and consulting services are tailored to fit your skills, abilities, goals, and risk preferences.

  • We take the time to understand your needs, goals, and desires.
  • We then work with you to develop an investing strategy that fits your investor personality.
  • We find the best match between what you need, and what the market has to offer.
  • We help you set up a monitoring and rebalancing routine that will keep you on track to meet your goals.

All of our services are designed to give you the biggest bang for your buck. Let's make sure that you are being fully compensated for the amount of risk, time and effort you are spending.

  • We do Not work with any banks, brokers, or insurance companies.
  • We receive NO income from any outside sources.
  • We find the best match between what you need, and what you can realistically get in the market.
  • We document everything we do for you, and give you copies for your records.

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Supported by donations and user fees

ZenInvestor.org is a nonprofit organization.  We produce original content, including investigative reporting about the dark side of the investment business.  

We speak the truth in our articles, research, and service offerings. The investment industry often portrays us as “muckrakers,” “gadflies,” and “troublemakers.” We consider this a badge of honor, and proof that we are doing our job well.

We serve the interests of our clients and readers first, last, and always. We survive on donations and fees for the services we provide. We never take money from any source other than our clients and subscribers.

If you find value in what we are trying to do, please make a donation by clicking the button below.