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Sorry, currently we have no vacancies! |
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If you would
like to be considered for any forthcoming openings please email
me. |
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WHY
InvestWiselyTM
We are true
believers in the saying that you need to learn before investing.
If you are not an experienced investor we strongly advise you to
take some time to learn before you invest your money. Please
check our range of offerings under Schedule of Services.
Even experienced investors and traders occasionally face
problems of loss recovery or profit taking on which they would
like to have an independent second opinion before taking a
decision. We are available to listen to your problems and advise
on how to tackle them. |
Why not try our Free Initial Consultation
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To help
you define
your current position and aims |
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Please feel free to skype
or call us at New York
+13474109303 or
London +442071938123, but we suggest that you do this first:
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Read
what
Russel says about the Stocks &
Bonds and how to choose the Right Option.
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Fill
in a questionaire to help with your financial
planning as recommended by
CSA - Canadian Securities Administrators.
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Consider
what will be the right learning mix for you.
(For help, click
below on the learn about links to Wikipedia)
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Set your goals |
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There are at least four different goals you must consider:
1) How much learning you wish to achieve;
2) How much time and effort you
may devote to learning;
3) How much of your assets you wish to manage on your own,
and
4) What are your investment objectives in termes of wealth growth,
income and capital preservation. |
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Select from our menu of offerings |
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(click on title to see contents
of each cause)
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Fees per
Delivery Channel |
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Services |
Webcast |
Live
Webinars |
Interactive
Messaging
(not live) |
Live
Skype video/ messaging |
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EDUCATION |
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The ABC of stock market
investing: The six steps for successfull investing |
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Essentials of stock picking |
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The art of market timing
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Advanced portfolio building and diversification
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Fundamentals
of risk management |
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How to use The BuffettQQQsTM
quality stock ratings
for investment
decisions
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Where is the stock market heading? |
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Rule-based investment,
through Auto-PilotTM, ETFs and Index Tracking |
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Portfolio Management: Recovery and Profit-taking decisions |
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MENTORING
AND COACHING |
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ADVISORY |
To be
agreed |
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Organize a suitable
timeschedule and stick to it |
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We offer both live and messaging forms of communication. For
live telephone or messaging sessions you must book in advance
and bear in mind the timezones. |
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Your six-steps for successful
investing |
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1.Follow the markets |
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2.Choose your own strategy |
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3.Be a
careful stock and time picker |
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4.Build a well weighted and
diversified portfolio |
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5.Manage your portfolio
wisely |
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6.Regularly analyze your performance |
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