My name is James, and I’ve been a B2B fintech executive for 19 years, selling millions of dollars of tech to professional investors. Now, with Portfolio ThinkTank, I’m changing teams. Why are we launching Portfolio ThinkTank? Because I want to help regular investors who often get punished when they seek above-average performance. Most investors get penalized for having their own investment ideas. Portfolio ThinkTank is designed to empower these investors, providing the tools they need to succeed.
Financial Advisors want you to turn it over to them and let them do it for usually about 1% of your portfolio value each and every year. It is nice to have someone to hold your hand sometimes but it’s not usually worth it. In fact, most financial advisors are known in the business as “Asset Gatherers.” Does that sound icky to you too? More often than not, they don’t even run the investments themselves, instead, they hire “Investment Managers” to do this, subjecting the investor to both the advisors’ fee and fees charged by the investment manager or fees inside the mutual funds or Exchange-traded Funds. I’ve seen these layers of fees be three or even four layers deep.
Why Are We Launching Portfolio ThinkTank?
The truth is that regular investors do have great ideas! What they are often missing is three things:
- The hard-won investment discipline forged by losses
- A process for investing. Having an investment system provides the chassis to systematically evaluate, monitor, optimize and learn. This process can also give investors support for providing the discipline they need.
- The deep reservoir of knowledge and experience helps to discern the best opportunities and reveal the true risks.
Portfolio ThinkTank is designed to complement investor ideas and existing methods and investments and provide the chassis that fits what you are doing, protects your money and optimizes your performance.