MONEY MANAGERS

For Investment Advisors and Money Managers:
If you want to live on the beach like Jimmy Buffett, you’ve got to learn how to invest like Warren Buffett

Watch our video to learn more!​

Watch Video

You can have exclusivity or partial exclusivity in your area with our Subscription package. Here’s what a subscription package will mean for you.

  1. Subscription means you are able to DIFFERENTIATE yourself from every other advisor in your area.
  2. Subscription means you are able to stay in constant contact with your clients through our weekly video newsletter.
  3. Subscription means you will become associated with the stock selection methods of the greatest investor of all time.
  4. Subscription means you may use our 14 year CPA reviewed growth portfolio track record as an example of portfolio implementation.
  5. Subscription means you will have complete use of our 1,800 stock database to help guide you and your clients through the stock selection process.
  6. Subscription means you will have access to our chosen stock portfolios. You can add or replace stocks of your choice using the computer program database.
  7. Subscription means you will have access to potential clients through our marketing tools including our book, “Buffett and Beyond” second edition
  8. We will show you how you can hedge your clients’ portfolios or we can put you in contact with other advisors who can sub advise for these portfolios.
  9. We’ll help you select the best stocks from the major ETFs so you can outperform those ETFs and add real value to your clients’ ETF portfolios.

​DIFFERENTIATE YOURSELF:

​Don’t wait to differentiate yourself from all those other investment folks who are in intense competition for both your present and potential clients.

The Buffett name will help position your company in a way no other affiliation can … we promise!

You have questions? I’m right on the other side of your email or call us at 561-906-6300.

Respectfully Submitted,
Dr. Joseph Belmonte

TRY US FREE FOR A FULL MONTH

JUST FILL OUT THE FORM AND WE’LL GET YOU STARTED