This Web site merely skims the surface of the power and benefits provided by DIT methods and Dynamic Investments (DIs). Detailed information on this evolutionary approach to investing is provided in the NAOI publications shown below on this page.

The Dynamic Investment User’s Manual

The “DI User’s Manual”, that can be purchased in the NAOI Store, explains to investors why and how Dynamic Investment Theory (DIT) was developed and how the Dynamic Investments (DIs) it creates work. It also shows the massive benefits that the use of this innovative investing approach and investment type provide to those who use them.

This is the “text book” that the NAOI uses to teach our students how to take full advantage of this new, higher-return, lower-risk approach to investing. They tell us that this is finally the approach to investing that will enable them to participate in the market with confidence and without fear.

Click the User’s Manual cover to view its Table of Contents.

“A Blueprint For the Future of Investing”
An NAOI Research Report

This publication is targeted at investing advisors, investment product developers and to financial professionals in general. Click the cover at right to see its Table of Contents.

It presents the results of a multi-year Research and Development project initiated by the NAOI to find an alternative to, or supplement for, Modern Portfolio Theory (MPT), today’s unquestioned approach to portfolio design and management; one that better meets the challenges of modern markets and the wants/needs of investors. Readers will learn how we found it, using extensive input from the investing public, in the form of Dynamic Investment Theory (DIT).

The Research Report explains the process that the NAOI used to find and develop DIT and how the Dynamic Investments (DIs) that DIT creates work. Readers will see that by being “market-sensitive” DIs usher in a simpler, higher return, lower risk world of investing and empower far more individuals to enter the market with confidence than the MPT-based portfolios they are given today.

The Research Report shows how DIs are easily created by simply combining existing ETFs in the DI format and how to use them to create superior ETF products, ETF strategies and ETF solutions that are simply not possible today.

Readers of this Research Report who take action based on what they learn will hold a significant competitive advantage in the increasingly crowded ETF market space.

Accessing the NAOI Research Report

This publication is the result of over a thousand man-hours of research by the NAOI. The value of the information provided here is invaluable. NAOI field-testing of the new approach explained in this 64-page document will enable investment advisors, developers and sellers to attract far more clients than they do today.

The NAOI is currently making the Research Report available, on a pre-release basis, to a select group of financial professionals and organizations who we believe will benefit most from learning about this innovative approach first.

If you and/or your organization would like to be included in this pre-release group please contact NAOI President, Leland Hevner at LHevner@naoi.org or connect with him on LinkedIn (search for Leland Hevner). If our requirements for pre-release access are met, you will be directed to a Web page on this site where the NAOI Research Report can be purchased.