The NAOI has built a substantial support system for the use of Dynamic Investments and Dynamic Portfolios. Below on this page is just a sampling of the ways in which investments advisors, financial organizations and academia, at all levels, can benefit by working with us. There are others.

Dynamic Investing Education Courses and Seminars

The NAOI offers to financial organizations advanced Dynamic Investing education in the form of Seminars. They provide an in-depth education related to how Dynamic Investment Theory was developed and how Dynamic Investments work. Attendees will also learn how Dynamic Investments (DIs) can produce returns that are far higher than traditional, MPT portfolios with less risk and no active management involved. Via these Seminars, the NAOI will show attendees how DIs and Dynamic Portfolios will change the future of investing at a fundamental level and how financial organizations that offer them will hold a significant advantage over competitors that don’t.

Dynamic Investment and Dynamic Portfolio Design Classes

Dynamic Investments are easy to create and implement. The NAOI designed them specifically to be that way. But creating optimal DIs and Dynamic Portfolios that produce the highest returns with the least amount of risk in virtually all economic conditions requires additional training. To gain an in-depth understanding of DIs and DI portfolios and to master the art and science of DI design, the NAOI offers advanced DI Education and Design Classes that can be customized to meet the needs of our clients.

NAOI Consulting

The NAOI offers Consulting Agreements that show financial organizations how to integrate DIT methods, Dynamic Investments and Dynamic Portfolios into existing product lines in order to capture market share, increase revenues and meet their strategic corporate goals. The ROI of an NAOI consulting agreement will be off-the-charts. For more information click this link.

NAOI Partnerships

A recent survey by the CFA Institute showed that only 23% of individuals trusted their financial advisors. Having worked with and taught the investing public for over two decades, the NAOI is not surprised. People know that advisors are also salespeople and this can lead to biased investment product recommendations. A Strategic Partnership with the NAOI can immediately allay these fears as we are recognized by the investing public as a strong advocate for the individual investor.

We also offer these Partnership Types:

• An Education Partnership

• A Research and Development Partnership

• A Marketing Partnership

• A Retirement Plan Partnership

• An Academic Partnership

For more information on Partnerships click this link.

An Advisory Agreement

We can also serve in an Advisory capacity, providing critical information to an organization’s strategic planning effort. We can show how by accessing the NAOI’s unmatched knowledge of the wants and needs of the investing public, an organization can develop a product strategy that will give them a major competitive advantage over those that choose to ignore the voice of the individual investor.

Let’s Talk!

Contact me at LHevner@naoi.org to discuss how we can work together to define a better future of investing for both investment buyers and sellers.