
Can One Course about Great Investing
TRANSFORM Your Life?
WITH THE INVESTOR TRANSFORMATION PROGRAM:
TURN YOUR PASSION TO BE A GREAT INVESTOR INTO REALITY.
And build a high performing, highly scalable and highly profitable investing career.
RON RIMKUS, CFA
B.A. in Economics & O.B.M. from Brown University; MBA in Finance from UCLA; CFA Charter Holder; Mutual Fund Manager; Director of Economics at CFA Institute; CIO of Family Office; CEO of Five Points Wealth.
ABOUT THIS COURSE & COMMUNITY:
“I take highly motivated, intelligent and PERFORMANCE-ORIENTED investors and help them go from feeling overwhelmed by the complexity of investing to feeling CONFIDENT in their ability to make WISE investment decisions, COMPOUND returns at a materially higher rate than they otherwise would, DELIGHT existing clients, DIFFERENTIATE themselves in the marketplace and WIN new business. Truly the best part is that we’re creating an active community to help people MASTER every aspect of the investment business - from investment management to marketing to operations. I’m not just teaching a course, I’m changing lives.”
- Ron Rimkus, CFA
As Seen On:
TESTIMONIALS:
“Ron has the best investment mind I have ever seen.”
- CHRIS JARVIS, CEO, Jarvis Tower Financial Advisory; Author of 15 books, including the Art of Success, Billionaire Secrets for Millionaires; and 6 Secrets to Leveraging Success.
“Ron is one of the smartest people I’ve ever met. His mind is electric.”
- JASON VOSS, CFA, CEO
Founder of Data & Truth Analysis & Former 5-Star Fund Manager for Davis Advisors. Author of the Intuitive Investor, and Return of Active Management.
(more testimonials below…)
ASK YOURSELF - WHAT’S MORE RISKY:
A) SPENDING 8 WEEKS LEARNING THE UNIQUE PROCESS, TECHNIQUES & PHILOSOPHY USED BY A GREAT INVESTOR - AND - JOINING A LIFE-LONG CLUB WHOSE SOLE PURPOSE IS TO HELP YOUR CAREER?
-OR -
B) SPENDING THE NEXT 10 TO 20 YEARS TRYING TO FIGURE IT OUT ON YOUR OWN - AND - RISK LOSING PROMOTIONS, NEW JOBS, NEW BUSINESS AND CLIENTS BECAUSE THERE ARE IMPORTANT PIECES OF THE PUZZLE YOU DON’T KNOW?
As Warren Buffett once said,
“When you sit down to play cards, if after 30 minutes you don’t know who the patsy is, it’s you.”
In other words, if you don’t already KNOW you’re doing something special as an investor - that your approach is something deeper, different or more insightful than the legions of RIA’s, MBA’s, CFA’s, PM’s, Analysts and Finance Grads out there - then YOU’RE THE PATSY of investing.
IF SO, THEN HOW MANY YEARS, HOW MANY OPPORTUNITIES, HOW MANY PROMOTIONS, HOW MANY JOB OFFERS, AND HOW MUCH NEW BUSINESS DO YOU WANT TO SACRIFICE JUST TO DO THINGS LIKE EVERYBODY ELSE? CAN YOU NOT FATHOM THE COST OF POOR PERFORMANCE, LOST PROMOTIONS, LOST JOBS, LOST PROSPECTS AND A LISTLESS CAREER? YOU DECIDE.
Unless you KNOW you’re doing something special, then you’re not. And if you’re not doing something special, how in the world do you expect to create alpha? You can’t. So, if you want to DO something special... then take the next step and LEARN something special.
This isn't just another course—it's your gateway to mastery, lifelong mentorship, and next-gen investing tools. Becoming a great investor is NOT just about intellect. It’s about desire, commitment, determination, creativity and competitiveness. But more than anything, it’s about finding your edge. For these people, this course is the ultimate blessing.

WHAT YOU GET:
1)MASTERY - Learn the Game Behind the Game
According to the SPIVA US scorecard, 94% of professional investors underperform the S&P 500 over 20 years. In other words, only 6% of the industry are great investors. And it’s not because they’re smarter. They’re simply playing a different game.
Most MBA’s and finance grads rely on advice from professors and mentors who don’t know the first thing about great investing. So, they shoe-horn you into the 94% who underperform. Theories without battle-testing. Models without outcomes. That’s why they fail.
This program is radically different. I’ve built a repeatable, real-world investment process - shaped by decades of managing large sums of money and refined far beyond the limits of business school. I will teach you how to recognize the game behind the game through my Five Points Technique. This is applied finance, designed to help you deploy capital with clarity and conviction. And you won’t be doing this alone. I’ll be there, offering personal support both during the course as well as for the rest of your career through the Five Points Club (see below).
2)CONNECTION - Join the Five Points Club
When you enroll, you’re not just signing up for a great investing program—you’re gaining lifetime membership in an elite network of investors who speak your language. This is your opportunity to join a small group of like-minded people pushing the craft of investing into new frontiers. Inside the Five Points Club, you'll collaborate on real research, share capital-raising strategies, improve operational best practices, and sharpen your edge alongside trained peers. Iron sharpens iron. In short, we will all HELP EACH OTHER.
Mastering investing and running a business is hard. The Five Points Club creates the structure and organization you need to win over time - both on the investment side and the operations side. The requirements of participation include successfully passing the course, and honoring your commitments to the group (which the group itself will establish).
3)INNOVATION - Stay Ahead w/ Cutting Edge AI Tools
Large language models are very interesting and useful, but they aren’t artificial general intelligence (AGI). We are still many years from AGI as it will require completely different technology platforms and far more in technological advances. In other words, we can’t trust LLM’s to perform thoughtful forward-looking analysis. However, we can trust it to digest and supply information in many, many creative ways. Don’t worry. We’re on it. We’re building* a powerful open-architecture AI platform that turns investing principles into real-time insights across the entire investment universe - populating your dashboard with security-level opportunities and identifying portfolio risks, creating a white label platform to supplement your career as a GREAT INVESTOR. And as a founding student, you’ll be grandfathered in—at no cost (when it’s ready). Unlike many “black box” tools, this platform shows its work—so you can understand, validate, trust, and act on the insights it produces. It’s built for those who want to lead, not follow.
Are You Ready to Take Control of Your Investment Career?
If you're like I was early in my career—smart, driven, but stuck on the sidelines—you know how frustrating it feels to watch big investment decisions happen without your voice in the room. Sound Familiar?
But I had questions no one seemed to answer. The best investment firm I worked for had good returns—but no clear playbook. Just “trust the process.” That wasn’t good enough for me. So I rebuilt everything from the ground up—models, tools, frameworks - right down to a comprehensive theory of human behavior.
This journey took me 30 years. You’ll get it all in 8 weeks.
What You’ll Learn (and Keep for Life):
My entire investment philosophy, refined over three decades
Real-world case studies and empirical strategies
Proprietary valuation models and behavioral frameworks
Tools you won’t find in any textbook—or on Wall Street
And once you graduate, you’ll gain lifetime access to all course content plus exclusive membership in the Five Points Club—a private network of high-performing investors who share ideas, collaborate on projects, and help each other grow.
Who This Is For:
✅ Aspiring portfolio managers
✅ Performance-driven advisors
✅ Frustrated analysts seeking freedom
✅ Finance grads hungry for elite, specialized skills
This isn’t for casual hobbyists or short-term traders. It’s for serious investors who want to master every facet of the investing game—from business fundamentals to macro trends, and from research to real-world application.
You’ll need strong finance & accounting skills, analytical chops, and emotional discipline. This program isn’t for everyone. (Click here to see if you qualify.)
Get Mentored by Someone Who’s Done It All
I’ve managed billions, led research teams, launched firms, and beaten the market. Now, I want to mentor the next generation. If you’re ready to trade 30 years of trial and error for 8 weeks of transformation, this is your shot.
The ONE thing that none of us can manufacture is more time. But this is the next best thing. Because I’ll save you YEARS of toil and struggle. You’ll leapfrog past the competition. You’ll compound returns at a higher rate than you otherwise would. You’ll learn how to market yourself and win new business. You’ll have access to me and relevant peers indefinitely. This isn’t just about tools—it’s a COMPLETE TRANSFORMATION. And that’s priceless.
Let’s build your future—starting now.
The BREAKTHROUGHS You Need
The Investor Transformation Program includes all of my proprietary tools, techniques and philosophy:
The Rimkus Valuation Suite
The Five Points Technique
Metanomics
My Investment & Risk Management Philosophy Manifesto
My Historical & Empirical Research
The Science of Mistakes
Life Long Membership in the Five Points Club (for those who complete the course)
A COMPLETE, COHESIVE & INTERNALLY CONSISTENT
INVESTMENT PROCESS.
Many professionals are surprised when I say this, but it’s the truth:
The investment industry is fundamentally broken—and the problem starts at its core.
From Modern Portfolio Theory and Efficient Markets, to Beta, CAPM, Sharpe Ratios, DCF models, and beyond… the frameworks that most investors rely on are built on assumptions that don’t hold up in the real world. These aren’t minor flaws—they’re foundational issues. And the consequences? Poor strategy. Flawed execution. And clients left shortchanged.
But there is a better way.
Once I began questioning the industry’s sacred cows, I saw the patterns clearly—and I rebuilt my investment philosophy from the ground up. Guided by first principles rooted in economic reality and behavioral insight, I created a system that doesn’t just sound good in theory—it holds up under pressure.
What makes this different?
Everything. I have reworked investment philosophy, portfolio theory, security valuation, and on and on. For instance, conventional valuation models—like DCF—are inherently unstable. Small input changes often produce wildly different outcomes. That’s not a system. That’s noise.
So I built my own.
A new valuation framework where small changes in inputs yield small, predictable shifts in output.
The Five Points Method, a multidisciplinary lens designed to reveal how markets misread complex systems—so you can act where others hesitate.
And Metanomics, a proprietary branch of economic thinking built to uncover the most compelling arbitrage opportunities across asset classes.
It took years to develop these tools, but now they work in harmony to help you identify, assess, and act on investment opportunities with clarity and conviction.
Why This Matters to You:
✔️ Leap-frog: I’ve distilled decades of research and experience so that you don’t have to start from scratch.
✔️ Original: These methods are original, battle-tested, and proven in the real world. Sure, many investors have pieces of the puzzle, but no one has as complete a framework as me. And you can’t learn all the pieces of this puzzle anywhere else. I know because I’m the one that built them.
✔️ Practical: More and more investors are stepping away from outdated frameworks and embracing what actually works.
✔️ Serious: This approach is not mass-produced or widely available. It’s built for those serious enough to lead the next generation of active investing.
✔️ Commitment: If you’re already committed to excellence and grounded in intellectual rigor, this is your natural next step. Commit to me and I’ll commit to you.
✔️ Alignment & Enlightenment: I’ve been in your shoes—frustrated by slow growth, misaligned incentives, and vague strategy. That’s why I created this. And now, it’s yours to learn.
If you're ready to see the game behind the game—and learn the frameworks that can help you trounce the competition—I’ll teach you what took me decades to develop. You’ll never look at investing the same way again.
Help me help you. Sign up today!
Ron Rimkus, CFA
Ron is a renowned professional investor, author and keynote speaker. Not only is he a Chartered Financial Analyst (CFA), but also served as Director of Economics at CFA Institute, known as the gold standard of investor education globally. In addition, as Chief Investment Officer of Alterrian Capital, Ron achieved an astounding 14.5% per year over and above the benchmark. Ron’s contributions to economics include advanced analytical techniques, such as the Five Points Method and Metanomics, where he demonstrates there is a game behind the game in all facets of life (not just in markets), which can be harnessed by everyone to chart their own course for success.
TESTIMONIALS
CHRIS JARVIS
CEO, Jarvis Tower Financial Advisory & Author of the Art of Success; Giraffe Money - Billionaire Secrets for Millionaires; 6 Secrets to Leveraging Success, etc.
“Ron has the best investment mind I have ever seen.”
Chris Jarvis
“Ron is one of the smartest people I’ve ever met. His mind is electric.”
Jason Voss
CEO, Data and Truth Analysis & Former 5-Star Fund Mgr. for Davis Advisors, Author of The Intuitive Investor, and Return of the Active Manager
JASON VOSS, CFA
“Ron’s unique approach made it very much worth it. Bravo from France!”
- Marie S., Paris France
“Ron’s great and his framework is powerful!”
“Terrific topic and resources! I use tools and concepts from Ron’s website in an MBA class I teach. Well done.”
- Hanspeter G., Senior Analyst
- Eamonn D., CIO, UC Davis Foundation
“We want more! Very interesting and well presented.”
- Rogier V., Univest
“Quite pleased with Ron’s presentation. He should be speaking to policy makers here in Washington, DC.”
- Leonard C., Director of Investments
“Your presentation impressed me with it’s depth of analysis as well as its clarity of communication via the color coding. I appreciate your efforts!”
- Judson R., Analyst
“Provide more webcasts of this caliber.”
- Frank H., Hewlitt Family Foundation
“VERY well done!”
- Shondell S., Managing Director, Hedge Fund

