How the NAOI is Taking
Dynamic Investments “Mainstream” In the Financial Services Industry

It is not an unfair question to ask how an “under-the-radar” organization such as the NAOI can fundamentally change how investing works today. After all, the financial services industry is locked-in to developing and recommending industry-standard MPT-based portfolios using mutual funds and ETFs.

As readers of this page will know, the NAOI is introducing Dynamic Investments, Dynamic Portfolios and DIT-based investing methods as an alternative to, or supplement for, MPT portfolios. This is a huge change and seemingly impossible for an organization the size of the NAOI to make happen. Yet, we are uniquely structured and positioned to do so. The basic elements of this plan are listed below.

Dynamic Investment Theory and Dynamic Investments Work!

First of all, we would have no chance of taking the DIT approach mainstream if it didn’t provide significant value to both investment buyers and sellers. Fortunately it does just that. Feedback from NAOI students and focus groups who have been using the Dynamic Investments for over 2 years tell us that this is the approach to investing that will finally enable them to enter the market with confidence and without fear. The main reasons for student enthusiasm for this approach are that Dynamic Investments and Portfolios are simple to understand and consistently produce returns that are significantly higher than MPT portfolios with less risk in all economic conditions. They also provide absolute protection from market crashes. You will read about more benefits in the White Paper.

So, we know that DIT and DIs are a unique product type and investing approach that investors will seek-out and buy. Now our challenge is to build awareness that this investing approach exists and the benefits it provides; all of which are not possible today. Following are components of our “awareness” strategy.

Our Extensive Education Network

After reading Section 1 of the White Paper you will know that the NAOI is a premier supplier of objective investing education to the market. Thousands of individuals have taken our courses, read our books and/or attended our college classes. The NAOI is currently teaching our students how DIT and DIs work and the benefits they provide that MPT-based portfolios do not. As a result, the demand for this new approach is growing fast and students who learn about it will look for advisors that offer it. If they can’t find one, they will be fully capable of implementing DIs on their own using an online broker, the DI User Manual - mentioned below - and minimal support from the NAOI.

Our Industry Contacts

Leland Hevner, President of the NAOI and author of the White Paper, has over 2,000 direct contacts in the financial services industry who have shown an interest in our new developments. Among these contacts are strategic decision makers in all of the top financial organizations, as well as Fin-Tech start-ups, who are following our work closely. When we make the White Paper available to the market at-large, each of these contacts will understand how including DIs in their offerings will give them a significant competitive advantage in a crowded market. When advisors and financial organizations begin offering DIT-based portfolios that reach the top of market performance lists, others will need to do the same to compete - and demand will grow fast.

Our Media Contacts

Hevner also has direct contacts on LinkedIn with over 50 major financial news outlets, both print and broadcast. We will offer to them descriptions of compelling DIT-related products and applications in the form of articles and/or interviews that will be of immense interest to their audiences. Leland has made multiple appearances on all of the major TV business channels in the past and is no stranger to that environment. The NAOI strongly believes that the introduction of DIT and DIs represents a major investing news story that will be of interest to both investment buyers and investment sellers. And this is what the financial media is looking for.

Writing and Publishing Articles

There are an almost unlimited number ways in which Dynamic Investments can be used to improve how investing works. Hevner has prepared numerous articles that describe some of the most valuable applications of DIs and DPorts. He will publish them on various sites including LinkedIn, Substack, Seeking Alpha and others. His articles are already published on the NASDAQ site where he is a contributing author. Another example is found at this link.

Book Publishing

Leland has published over a dozen books for use in NAOI education courses. You can view a sampling at this link. John Wiley & Sons has also published one of his books called “The Perfect Portfolio” that is mentioned at this link. The NAOI has an open connection with the editors of this leading publisher of financial and investing books.

To create massive awareness of the benefits of DIT and DIs the NAOI will soon release the book pictured at right that will soon be available on in the NAOI store and also on online platforms such as Amazon where it can reach millions of potential investors. This is another key element of our “awareness” strategy.

Speaking Engagements / Seminars

Hevner is also recognized as one of the financial industry’s leading “investing futurists”. He is available to speak to groups who seek to learn about new developments that will define the future of investing. He shows them a very profitable path forward with a presentation of how DIT and DIs work to usher in a simpler, safer and more profitable future of investing - one that will to bring into the market millions of people who need investing income but are reluctant to expose their financial futures to the risks of owning static MPT-based portfolios in modern volatile markets.

Summary

It is for these reasons, and others, that the NAOI is uniquely positioned to make the market aware that the DIT approach to investing is now available and as a result of our awareness strategies, demand will grow fast. In other words, we have the product and the strategies needed to take this new approach mainstream.