Products & Services
We offer a variety of wealth management and university style courses.
Coaching
Coaching for trading, wealth management, retirement, university partnership, student theses.
Brief Coaching
We offer a 15-minute coaching product. This is for a new project generation or idea. Whether it's starting a new research topic, coming up with a plan to partner with your wealth management firm or a university looking to incorporate the courses into their student investment fund and finance curriculum
Ongoing Coaching
For mid-range and ongoing projects let's connect as often as you'd like. Every 3-6 months, year, or weekly / monthly.
Executive Coaching
For the high level projects or those that need multiple threads. For larger projects and expected ongoing projects. More in-depth consultation.
Consulting
Projects with a research focus. Or those aimed at partnering our brand with yours.
For on-going projects integrating our portfolios with your service.
- Whether you are a university and need help with your finance curriculum or investment fund course offering.
- A high net worth individual looking for retirement managed portfolio picks;
- A firm offering services to high net worth individuals and want or need research support / help.
- Or an individual and want additional and continued education.
Courses
Learn on your own, or consult with us before learning. We'll point you in the right direction.
Famous Investor Portfolios
Learn the ins and outs of the portfolios in the Investments Course. Apply your knowledge in the trading course for rebuilding the portfolios from scratch and picking your own stocks in them.
Wealth Management Practices
Once you know the ins and outs of the portfolios, learn to combine their key properties (factors) in a long-term investment management system. A 60-40 recommended blended portfolio: incorporate the top 2-3 Famous Investor Portfolios and stock pick using technical analysis to compete with the business cycle.
University Education
Learn how to incorporate our material with your university course. Custom pricing for your class size. Learn how to plug in the curriculum and let run in your student fund courses.
