Steering through the vast universe of investment options can be a challenge. We help you gain valuable insights so that you can make informed investment decisions and potentially boost your portfolio!
Potentially Enhanced Investment Returns
Many investors wonder where to put their money to benefit from the best the market has to offer. We host a proprietary set of diversified and carefully-crafted model portfolios that seize investment opportunities and aim to generate outsized returns for our subscribers.
Global Coverage Across Asset Classes
We undergo an arduous and lengthy research process to uncover unseen ‘jewels’ in the investment landscape. We study such opportunities to understand their roles in reshaping their respective industries, disrupting the global economy, and/or contributing to trends.
Easy Application of Investment Ideas
Our portfolios are battle-ready out-of-the-box. We dive deep to discover the data, trends and market events that matter. Then we convert the data points into actionable information (in the form of model investment portfolios) to help improve investment outcomes.
MODEL INVESTMENT PORTFOLIOS
Finding the best places to position money so our subscribers don't have to
We scan various types of investments from around the globe and allocate portfolio positions in a manner that potentially enhances returns and manages risk.
Stocks
We primarily track growth and value U.S. equities across small, mid, and large market capitalizations
Bonds
While also considering quality, in our search for yield we review corporate, municipal, and government bonds across geographies
ETF's
To gain zoomed-in exposure to specific areas of the market, we assume positions in our preferred list of exchange-traded fund (ETF) providers
Currencies
We observe foreign exchange rates and trends for pairs extending between the Americas, Asia, Africa, and the Middle East
Indices
We measure the performance of popular indexes such as the S&P 500, Dow Jones Industrial Average, NASDAQ 100, Russell 2000, etc.
Commodities
Metals, energy, livestock & meat, and grains all fall under our purview in an attempt to diversify beyond traditional securities
Cryptoassets
Better known as “cryptocurrencies,” we monitor fungible tokens such as Bitcoin, Ethereum, Ripple, and Cardano, as well as NFTs
Real Estate
We scour real estate investment opportunities in residential, commercial, and industrial, plus those based around infrastructure, health care, farm land, etc.
Beyond growing wealth, two important aspects of managing money are deploying the right strategies and safeguards.
INVESTOR CASE STUDY
Jessica decides she wants to be the ‘captain of her own ship’ and opens a self-directed brokerage account (where she has complete control over how she invests her money). She has her retirement money invested with a financial advisor but she has different objectives for the account she plans on managing herself.
Jessica has the motivation but recognizes that she lacks the knowledge to realize her investment goals for the account. Furthermore, she is extremely busy and is not willing to dedicate the time required to dig through the investment universe of names, research their viability, and narrow down the best opportunities into a real-life portfolio.
She joins Investmos™ and occasionally reviews the content provided by the platform, but primarily tracks the model investment portfolios. Among the model portfolios available, Jessica feels the AP: S&P 500 Core ETF™ best meets her objectives for the investment account that she set up. Over time, positions in the model portfolio change and Jessica makes adjustments in her investment account to reflect those changes (Disclosure: Changes to model investment portfolios are not made with any particular investor in mind and may not be suitable for all investors).
She also decides to invest a smaller percentage that tracks the AP: U.S. Enhanced Growth™. Jessica does not invest in every name that she sees in the model portfolio. Instead, she cherry-picks the ones that she feels make the most sense for her investment account.
COMMON REASONS TO SUBSCRIBE
- You are not enamored with your current investment strategy and want to try a different approach.
- You have experienced success within your investment portfolio in the past, however, you no longer have the time to conduct research and actively monitor your investments.
- You have consistently lost money in the stock market and want to recalibrate your portfolio and execution strategy.
- You are seeking expert-level investment guidance but want to maintain full control over your investments.
- You are not satisfied with the rate of return you are receiving in your savings account and/or you want to outpace inflation.
- You are seeking new ideas that may help you enhance portfolio returns.
- You want to receive a second opinion that either confirms your current investment outlook or points out areas of variance for analysis.
- You currently access multiple outlets to capture the insights you need to make informed investment decisions, and prefer to get most of what you need through one platform.
- You recognize the investment landscape is much different now than in previous years and you are seeking fresh investment strategies to navigate today’s turbulent economy.
- You want to setup an investment portfolio that pursues a different investment strategy than the one you implement with your financial advisor.
- You want to focus less of your time on conducting investment research, and more of your time interacting with clients and growing your business.
Pricing Options
We offer a one-stop, comprehensive solution to assist you in managing your investment portfolio(s). Let us do most of the heavy lifting so you can spend more time focusing on what matters most in your life.
FREE
$0
one-time
- FINTELLIGENCE WEEKLY™
- (via email)
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- Save time, cut through the noise,
- and GET INFORMED with a
- curated view of the latest
- market developments.
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Gradual
$49
monthly
- 12 MODEL INVESTMENT PORTFOLIOS:
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- AP: Master Global GPI™
- AP: Equity 500 Core ETF™
- AP: SMid-Cap Core ETF™
- AP: Cash and Equivalents™
- AP: U.S. Enhanced Growth™
- AP: Intl Developed Mkts Growth™
- AP: Emerging & Frtr Mkts Grwth™
- AP: Conservative Income™
- AP: Aggressive Income™
- AP: Alternative Investments™
- AP: LT Themed Investments™
- AP: Strat. Opportunistic Crypto™
Best Value
$299
yearly
- 12 MODEL INVESTMENT PORTFOLIOS:
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- AP: Master Global GPI™
- AP: Equity 500 Core ETF™
- AP: SMid-Cap Core ETF™
- AP: Cash and Equivalents™
- AP: U.S. Enhanced Growth™
- AP: Intl Developed Mkts Growth™
- AP: Emerging & Frtr Mkts Grwth™
- AP: Conservative Income™
- AP: Aggressive Income™
- AP: Alternative Investments™
- AP: LT Themed Investments™
- AP: Strat. Opportunistic Crypto™
*Our annual subscription is $299.00 for the first year and $470.40 for every year thereafter (20% off the monthly purchase price in annual terms).
Have A Question?
View our Frequently Asked Questions (FAQ) guide to learn more about us, our subscription offerings, billing structure, and more.
From Our Blog
What in the World is an NFT? Unraveling the Mystique of Non-Fungible Tokens
When most people think about “crypto,” cryptocurrencies like Bitcoin (BTC), Ethereum (ETH), and XRP (XRP),...
December 29, 2021
Wait… But I Thought Inflation Was Supposed to be ‘Transitory’?
Inflation has become one of the biggest buzzwords of 2021 as the U.S. Bureau of...
November 30, 2021
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The intelligent investor is a realist who sells to optimists and buys from pessimists.
Your success in investing will depend in part on your character and guts and in part on your ability to realize, at the height of ebullience and the depth of despair alike, that this too, shall pass.
A lot of people with high IQs are terrible investors because they've got terrible temperaments. You need to keep raw, irrational emotion under control.
How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.
In investing, what is comfortable is rarely profitable.
The stock market is filled with individuals who know the price of everything, but the value of nothing.
Wide diversification is only required when investors do not understand what they are doing.
An investment in knowledge always pays the best interest.
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Although it's easy to forget sometimes, a share is not a lottery ticket... it's part ownership of a business.