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Registered Investment Advisors
& The Stock Market!
This
page is intended for professionals only!
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Attention RIAs, CFPs,
etc... here's an opportunity to provide a unique and
necessary service to your clients! In the world of
investments, the Stock Market is King. Still, few financial
professionals these days encourage their clients to develop
investment portfolios comprised of individual securities.
Here's a void that you are uniquely qualified to fill!
(Re)learn
the Principles of Investing. Learn how to select high
quality stocks for your clients and how to manage their
portfolios productively! Learn a new approach to Asset
Allocation and performance evaluation... one that is
suitable for all portfolios.
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| Most
Registered Investment Advisors and Certified Financial
Planners focus all of their attention
on Mutual Funds and other Products designed for mass
distribution. Stocks and Bonds have been erased from their
working vocabulary.
It is
estimated that 75% of the professional
investment advisors out there, stock brokers included, have little or no experience
in selecting individual equities and really have no desire
to take the responsibility to do so!
You, on the other
hand,
are either totally qualified to structure individual
security portfolios now, or will be once you've studied the
message within the book that you see to your left, which
could well be entitled "Back to the Investment Portfolio
Management Future"!
Come on now, you've
experienced the six plus years of dismal performance in the
funds. You've read about the scandals in the research
entities, and seen how the herd mentality makes fund
investing more risky and volatile than ever before.
You know that the
fund managers can't make the appropriate decisions when
either fear or greed take over the decision making of the
masses. Yes, of course it is. It's time to go back to your
Investment roots. Breakout the text for Investments 101...
let's get you back into Stocks and Bonds!
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Note! Make sure you understand this basic truth: absolutely
anyone can call himself or herself an Investment Advisor,
and the vast majority of Investment Advisors only sell
Investment Products! You need to become THE Investment
Advisor with the right stuff! Jump ahead of the competition!
You need to know how
to:
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Select high
quality stocks.
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Properly
diversify a portfolio.
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Find safe,
high yielding fixed income securities.
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Manage a
portfolio by the "profitability code" and not the tax
code, etc.
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Face it, change is coming
to the Mutual Fund business because consumers are tiring of
their poor performance.
- The Widely
Accepted Market averages are barely above where they
were six years ago while, at the same time, NYSE
Issue Breadth has been positive for Six Consecutive
Years!
- The scandals
aren't stopping anytime soon, yet hundreds of thousands
of Investment Advisors continue to convince millions of
consumers that their Fund Companies are the best!
Aren't you
beginning to feel vulnerable?
Get
ready to break free. Learn Something OLD!
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| "The
Brainwashing of the American Investor"
addresses the Investment Advisor issue
with a true story called "Girl Meets Boy" which played out
in early 2000, just before the speculative "dot.com" bubble
burst. You can find the
story on page 37, but the gist is that it is your
responsibility to do what is right for your clients first,
even if it does require a whole lot more work ... and gray
matter.
If your goal is to
barely survive as an Investment Advisor, resist the change;
but if you are destined to thrive as an Investment Advisor,
you'll have to do it with Stocks and Bonds!
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The stock
selection task has been simplified for you, Quality, NYSE
Equities, selected at lower prices, with a 10% profit
potential in their recent trading range.
Have a
look here! |
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Create
your own "Selection Universe". Free
introductory offer!
"The
Brainwashing of the American Investor"
is causing a
stir. Investors want to use the methodology to find high
quality opportunities, but many don't have the time or
expertise to automate the selection process.
Merritt Information
Strategies has developed a spreadsheet program that
is now available on a subscription basis.
For
more information e-mail Mark at:
brainwashed(at)optonline.net
.
(This is a
Merritt Information Strategies (free) Advertisement)
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We read
the book, too! In fact, we became so enthusiastic
about Steve Selengut’s approach to investing that,
on our own, we developed an automated search system
to locate all the stocks—every day—that meet his
stringent requirements. Each morning, to the sounds
of the coffee perking, we review our list of
investment quality stocks and create our daily
“watch list”—so we’re all set to go the moment the
stock market opens. Of course, there are no
“guarantees” when it comes to investing, but we make
it very easy for you to create your own “watch
list”, too.
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Let
Merritt Information Strategies
do the baseline calculations that zero in on stocks that are
worth considering for your portfolio. They'll do all the
behind-the-scenes calculations and each day send you an
Excel spreadsheet via email. Just pour yourself a cup of
coffee, boot up, and download. |
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Don’t forget , there
are over 2400 stocks listed on the New York Stock
Exchange — of which
only 500 are considered investment quality!
A mind-boggling selection to sort through each day.
Sure, YOU can look up the S& P ratings, P/E ratios,
four months of closing prices, industries,
percentages down from the 52-week high, dividend
yields, previous day’s closing prices, and then —
after you take a break to sharpen your pencil —
you can calculate the “buy
at” prices and then create a watch list.
Or WE can do the research
and calculations for you. |
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Merritt Investor's Spreadsheet Free Trial Subscription
The MIS is a
straightforward spreadsheet containing the day’s list of
high-quality NYSE stocks that meet or exceed Steve
Selengut’s investment criteria. All that’s left for you to
do is create your watch list, and keep an eye on the
changing prices via your broker or an on-line financial
website. You decide when and what to buy. You decide when to
sell. Free 30-day trial.
For the companion book,
click the Amazon.com link in the left sidebar.
Results are absolutely not guaranteed, but this is a
methodology that has been fine-tuned for more than 30 years.
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Request your free trial from:
brainwashed(at)optonline.net |
Merritt
Information Strategies
203-840-1414
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