PLANNERS & ADVISORS

Zero Waste Investing™ is your friend

Can you help me build my business?

1) We will teach you to manage portfolios

Anyone can follow instructions and prepare a meal

Only a properly trained chef understands food well enough to write menus

Working with us is like attending a prestigious culinary institute

We provide a recipe, explain how it works, and show you why it is a superior approach

You will become a personal chef, not a short order cook

2) We will provide you with a sales advantage

Prospects and existing clients know the difference between competence and bull$#!+

Planners and advisors rely on the latter to compensate for a lack of the former

A Financial Care Provider™ (FCP™) trains you to manage portfolios like a professional

You will make a deep impression on prospects and clients at all net worth levels

This will separate you from your peers and help you Hoover up assets faster than ever

Why do I need your help for my clients to buy and hold Index ETFs?

You aren't trained to manage portfolios

You have not traded and invested for a living

You do not possess the education, experience, and expertise necessary

You know better than anyone that you need help

A Financial Care Provider™ (FCP™) meets the following requirements

- Graduate Degree (or equivalent)

- Two of the CFA®, CMT®, CFP®, or CPA designations

- 10 years professional experience trading or investing

We are traders and investors, not salespeople

We know a simple and powerful portfolio management secret

You will never figure it out on your own

With our help you will learn what "eureka!" feels like

Why are you so vocal about % of AUM fees?

Compounding fees on assets under management (AUM) amount to being paid for the same work over and over and over

Compounding inside inferior high fee investment vehicles does it again

That adds up to wealth-destroying costs nobody should pay

Zero Waste Investing™ via Index+5™ portfolios delivers market returns at near zero cost

That means beating the vast majority of alternative higher fee portfolios

That means delivering added value for your clients

That means more assets for you to charge fees against

We are not here to steal your customer

We are here to help you properly manage their portfolio to mutual benefit