When you are a CPA, CFA or a formal Financial Planner who advises your customers about investing their savings,
we have some tools for you that can save your valuable time.

Advising your clients about their stock market investments and explaining your suggestion can be a very time consuming activity.

Our tools are focused on a stock market investment approach that is a combination of index investing and trend following.
We call it trend investing.

This approach is especially appropriate for you when you are a fee-only advisor.

Like you, we take the long-term view and avoid unnecessary trading. The interest of the client is the main priority.
Besides using Trend Investing, we do recommend an annual rebalancing of the portfolio.

We are NOT involved in short term market timing or managing your client’s money.

You can get from us our charts and analysis that you can share with your clients to support them
in their investment decisions or to explain them your suggestions.

This material can be branded in the way you prefer.

Click here to contact us for more information.

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See here how you get a risk-free membership trial.

Please mention in your message that you are a CPA, CFA or Fee-only Financial Planner.