Peace of Mind Investing

“Everything in the world that works well- is built on a system. A system that is easy to understand, proven by time and research. We have that system for investing. A system for a lifetime of investing. Come to one of our presentations, workshops or give us a call…You will be on your way toward a lifetime of “Peace of Mind Investing.”

Philosophy
Our philosophy is firmly grounded in the last 60 years of financial academic research, the conclusions of three Nobel Prize Laureates and science. We believe that, over time, the structured investment portfolio approach based on financial science and the efficacy of capital markets will yield greater returns with less risk and less cost. Thereby, helping the investor achieve “True Peace of Mind”.

Everything in the world that works well – is built on a system. A system that is easy to understand, proven by time and research. We have that system for investing. A system for a lifetime of investing. Come to one of our presentations, workshops or give us a call… You will be on your way toward a lifetime of “Peace of Mind Investing.”  
- Robert Lettin


Our Mission

Our mission is to deliver world market returns, with less risk and less expense.

The Key to Peace of Mind Investing
We help you find the answers to these questions to help you find Peace of Mind.

These questions are based on the belief that confidence and peace of mind investing can be achieved through investor education. That is why the “Investor Education Series” (IES) was created. A quarterly investment series designed to help you, the investor, find the answers to the must answer questions for your lifetime journey of “Peace of Mind Investing”. Note: When answering these questions, you must be 100% confident that you know the answer to the question to qualify for a “yes” answer on the quiz. All questions required.

Take the Investor Quiz ››