financial times, some people still do well.
Are you interested in being with
the victors or the victims?
Investments is a fee-only advisory firm specializing in no load mutual fund/ETF
trend tracking and investing. Our unique methodology has preserved the lion’s
share of our investors’ capitol in the recent market collapse as well as in the
downturn of 2000.
been your experience or that of your clients? If not, perhaps a change is in
have a limited number of openings for Registered Investment Advisors who are
looking to escape from the traditional investment scene.
- Introduce our Trend Tracking
method of investing to your market area via seminars, articles to local
newspapers, talks and involvement in community activities.
- Follow up with prospective
clients and set up new accounts at our custodian (Charles Schwab & Co.).
- Respond to inquiries forwarded
to you by us
- Establish, maintain, and nurture
positive client relationships
- We keep you well versed in our
methodology and are readily available to you for updating and making sure you
are clear on what’s going on as we view the market
- We maintain a daily blog and
would allow you to post your own articles on it to gain visibility and
recognition as an expert in the Mutual Fund/ETF field.
- We have a broad outreach via
advertising and the internet. Inquiries from clients in your area would be
forwarded to you for follow-up.
- In-depth understanding of
Company’s products and services
- Ability to work on your own and
be a self-starter
- Computer literate with MS Word,
Excel, Access, Outlook (we’ll train on special programs)
- Genuine positive and outgoing
- Strong verbal and written
- Public speaking experience or
- Good understanding of the
financial markets (as much as anyone understands them)
- Must be a people person with a
genuine desire to help and make a positive difference
- RIA license required (Series 7
- Business background helpful
are a new advisor, or if you are seasoned and don’t enjoy having to face angry
clients during the current market meltdown, we are open to hearing from you. We
are expanding our physical representation throughout the United States, so your current location is not
are already aware of our methodology, feel free to submit your resume with a
cover letter outlining why you feel we would be a good match and what you think
you can contribute by being affiliated with our firm.
not familiar with our trend tracking approach, your first step would be to
subscribe to and read our free newsletter and
Statsheet, check some of our blog posts, and review Reader Questions to
gain a thorough and clear sense of our methodology before submitting your
should be submitted in PDF or Word 2003 format to (email@example.com).
have more questions about what we do and how you might participate, feel free
to email us with your questions.