We Do One Thing: Make You a Better Investor.

Here's How We Do 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 perform as advertised, you don't pay.

Courses - Online and Available On Demand

  • Free Courses on basic investing concepts. For investors with up to 3 yrs experience.
  • Registration Required (still free) advanced courses to help you up your game.
  • Premium Courses for investors willing to put in some serious effort and become proficient.

Investigative Reporting

  • We cover issues that are ignored or glossed over by the mainstream financial media.
  • We root out and expose scams, false claims, and deceptive marketing.
  • We utilize an extensive network of top traders & portfolio managers to find out what the Smart Money is doing.

Private Coaching & Consulting

  • Private, 30-60 minute sessions conducted via phone, Skype, Google Chat, or email. 
  • Based on a reasonable hourly fee.
  • You set the agenda, and we only work on the issues that are important to you.
  • Choose from discounted packages, free-form engagements, or any combination thereof.

Expert 2nd Opinions

  • Want to find out if your portfolio is set up efficiently?
  • Does your portfolio fit your investment goals?
  • Does your investment strategy fit your investor personality?
  • Is your broker/adviser giving you useful and valuable guidance?
  • Are there any land mines in your portfolio that need to be cleaned out?


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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