Invest On Your Own, but Not Alone
If you are investing on your own, you probably do so for some of the following reasons
- You enjoy it
- You recognize how much money you can save by avoiding high fees charged by brokers or funds
- You do not want your purchases and sales to be lumped into large orders that affect the price
- You do not want to be "just another client"
- You do not want your investment manager to stick you in a "style box"
- You want to retain some control over your investments
We agree with all of these points, but we also recognize the challenges for the DIY investor, especially when he or she doesn"t have the time to listen to conference calls, read tons of magazines, review SEC filings, understand both technical and fundamental analysis and know about all of the factors that affect a company or its industry. We are offering "Invest By Model" as a tool to help the DIY investor leverage our expertise and avoid some of the pitfalls of investing alone.
How Does Invest By Model Work?
Subscribers to our models receive customized allocations and updates via email any time a stock is added to or subtracted from the model or has a change in position size. These emails will include research explaining the change. You are free to replicate the model exactly, to pick and choose, or to just use the service for a source of ideas. As a subscriber, you get to enjoy seeing the process of a professional investor. In addition, if you have a question about any security in the model, you can email it to us or post it to our blog. We will use the blog to answer all questions.
The Invest By Model Advantages
Lack of Conflicts of Interest: We get paid whether you act or not - no churn
No Discrimination Against the Wealthy: Only in the asset management business are fees based on the wallet size. At Invest By Model, you pay just a flat $20 per month per model and receive additions, deletions and position size changes plus research and access to a blog devoted to real-time coverage of names in the model.
You Retain All Control: We help inform you, but you make the call
Accountability: It is easy to say "buy this" or "sell that", but our models will be judged daily relative to the return on the market
Full Disclosure: We post all of our holdings daily on our corporate website and will always disclose our positions when we submit research or make a model change. You will find that we own many of the stocks in our models, and you should be encouraged by this conviction.
Still have questions? Take the Video Tour (upper right corner)...