Fact-Based Investing


Investment Portfolios:

Portfolios are Indexed to be 'Dividend-Producing + Value-Tilted'

Ongoing Increasing Income + Capital Appreciation.  Measurable Positive Results.

Proven 'Modern-Portfolio-Theory' Concepts Applied to Enhance Income and Reduce Volatility


Upon Request:

Evaluation of Your Current Investment Portfolio

Introductions to Sensible Private-Equity Investment Opportunities

Investor Education:  Investment Decisions Based on Financial Facts


"Men are Moved by Two Levers Only; Fear and Self-Interest."  Napoleon Bonaparte

'Speculators' Base Investment-Decisions on Feelings; 'Fear or Greed

'Serious Investors', Focus on 'Financial-Facts'

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