Do I Qualify?

Do These Traits Describe You?

  • Highly Motivated (about 20% of the population)

  • Intelligent (about 20% of the population)

  • Abstract Thinkers (about 10-25% of population)

  • Gritty (about 10-25% of population) i.e. willing to defer gratification to fulfill LT goals

  • Independent Thinkers (~10% of population)

  • In Control of their Own Emotions (~ 15% of population)

  • Confident Enough to Believe in Themselves and Humble Enough to Admit to Mistakes

If you check many or all these boxes, then you are likely a strong candidate. Just send me your CV or describe your background and accomplishments and tell me why you are interested. Please know that I don’t accept everyone. I won’t waste your time or mine if I sense a poor fit.

By the way, did you notice that ‘genius’ wasn’t on the list? Notice I didn’t focus on pedigree? Or status? Or wealth? Because that crap doesn’t matter. Not just to me, but in the real world. What matters is how well you can solve problems and thereby help other people. And that’s why I’m helping you.

So You bring the Motor, I’ll Bring the Roadmap. And we will get there together.

Our Mission

Our mission is to elevate every aspect of an active investor’s life by improving their investment process, operations and performance; by clarifying their investment strategy; by supporting them in all facets of their business / journey through a membership organization that advises them on best practices for research, marketing, operations, and even regulatory; and, lastly, restoring balance so they can lead full lives as thriving members of their families and communities.

Our Goal

Our goal is to increase each investor’s investment performance by at least 500 basis points per year (on average), accelerate AUM by 10% per year and increase their business profit margins by 10% annually.

What We’ve Achieved

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