In this area of the NAOI Web site we have provided a brief introduction to Dynamic Investment Theory (DIT) and a revolutionary new investment type called Dynamic Investments (DIs). It is our hope that by reading this information you will see the benefits of introducing this new approach to the investing world.

However, here we have only scratched the surface of the power of using DIT methods and the DI investment type. The NAOI offers a wide range of DIT support resources that enable both individuals and financial professionals to see even more benefits and to enable them to take full advantage of this evolutionary change in the world of investing. Several of these resources are listed on this page. Contact us using the information at this link for more information.

Dynamic Investing Support Resources for Individuals

Listed below are NAOI resources that can enable individuals of all experience levels to take full advantage of Dynamic Investments and Portfolios who are either working with an advisor or on their own using an online broker.

The Dynamic Investment User’s Manual.

Shown at right, this short, inexpensive and easy-to-read book gives individuals all of the information they need to take full advantage of the higher returns and lower risk of Dynamic Investments (DIs). Readers will be given the specifications for simple, yet powerful DIs designed by NAOI experts and shown, step-by-step how to implement and manage them using an online broker. This book also enables individuals to explain the DIT approach to their advisors who, hopefully, can work with them to include DIs in their recommended portfolios.

The NAOI Optimized Dynamic Investment Catalog

Since DIs are investing “products” that are not customized to match the risk tolerance of each investor, they can be selected from DI catalogs from a variety of NAOI-trained advisors. The NAOI provides to investors a catalog of expertly designed DIs and Dynamic Portfolios that individuals can easily implement on their own using an online broker. The catalog can also be used by financial advisors for building superior client portfolios.

Notification of Dynamic Investment Trading Signals

The NAOI offers a subscription service that sends emails to individuals showing trade signals for each Dynamic Investment in our Catalog. As a part of this service we also provide suggestions for where to set Trailing Stop Loss sell-points for the ETFs purchased. Note the information provided is education not financial advice. The NAOI is not a financial advisory organization.

Dynamic Investing Support for Financial Professionals

Listed below are NAOI support resources that will enable financial and investing professionals to take full advantage of the power of Dynamic Investments.

The Book: Introducing Dynamic Investment Theory

Shown at right, this book is a comprehensive guide to how Dynamic Investment Theory and Dynamic Investments work. How they can be applied in specific areas of the investing world. And why this new approach is essential for the financial services industry to expand as it should. It is available for purchase in the NAOI Store.

Dynamic Investing Seminars

Following are the titles of Seminars that are currently available from the NAOI. Seminars are typically held for groups at the facilities of our clients.

Introduction to Dynamic Investment Theory

This Seminar provides an in-depth education related to Dynamic Investment Theory. Attendees will learn why and how DIT was developed as a viable alternative to Modern Portfolio Theory. Attendees will learn how the Dynamic Investments (DIs) that DIT creates can produce returns that are far higher than traditional, MPT portfolios with less risk and no active management involved. The NAOI will show how DIs have the potential to change the future of investing and why/how financial organizations need to prepare for this change now.

The Productization of Investing

Dynamic Investments dramatically change how investing works. Because DIs have a universal goal of capturing the positive returns that exist in any economic condition with low risk, they can be seen as investing "products". The need to customize portfolios for each individual's risk profile goes away. In the future, portfolio products will be bought off-the-shelf and be available from multiple companies. When the world of investing becomes "productized" everything changes and financial organizations / advisors need to understand how to take advantage of this transformation. The “productization of investing” is seen as the Holy Grail of the investing industry. Experts have been trying to find it for decades. They haven't been successful. The NAOI has.

Meeting the Needs of the Investing Public

The NAOI has worked with the investing public for close to two decades. We know their wants and needs when it comes to investing. Unfortunately few financial organizations today are meeting these needs. As a result a major confidence gap has developed between the financial industry and the investing public. A massive competitive advantage can be gained by the organization who understands this unfulfilled public demand. In this Seminar, attendees will learn how to meet the needs of the public by offering both a first-class education programs and the use of Dynamic Investments.

Dynamic Investment (DI) Design Classes

Here are the NAOI Training Classes that are currently offered:

Dynamic Investment Design and Creation

As you can read at this link, Dynamic Investments (DIs) are a totally new and unique investment type that open a vast world of opportunities to those that learn how to design, develop and manage them. The purpose of this Class is to teach students the art and science of DI design. DI's are simple in concept but designing optimal DIs that provide the highest returns with the lowest risk requires a skill set that can only be learned by the NAOI. Students who complete this course will be able to design unique Dynamic Investments that can become the proprietary property of their organization. As such they can not only be included in a company's product line but also licensed to other companies in the same manner as market indexes are today. If employees of your competitors take this class and yours do not, your organization will be at a significant competitive disadvantage as investing evolves.

Unleashing the Power of Your ETF Product Line

This NAOI Class teaches employees of organizations who have ETF product lines how to unleash value that is currently not being realized. An understanding of how Dynamic Investments work can enable them to increase the value of their ETF product line exponentially. This is done by simply combining the ETFs currently offered into the Dynamic Investment structure. By doing so, new, dynamic ETF products are formed that can produce returns that are significantly higher than any of their component ETFs, And ETFs that now have little volume because of their volatility will become far more valuable to the public and to your organization than they are today.

Customized Education Courses

The NAOI can create and present customized DIT/DI Education Courses that address topics unique to each client. This course type is often provided in conjunction with an NAOI Consulting Agreement as discussed below.

Seminars and Education Courses are typically held in our clients’ facilities to allow for an unlimited number of attendees. Or they can be conducted online via teleconferencing. Seminars, Classes and Courses can be combined in one visit by an NAOI specialist.

NAOI Consulting Agreements

Beyond education, the next level of NAOI support shows clients how to apply the power of DIT methods and DIs to meet their unique needs and goals. For this purpose, the NAOI offers Consulting Agreements. They include an education component, as described above, along with the creation of a customized Action Plan detailing how an organization can use DIs to create superior investing products, increase revenues and gain significant competitive advantage in the crowded financial services market. The ROI of an NAOI Consulting Agreement will be through the roof - we guarantee it. See more at this link.

DIT Research and Development Partnerships

The introduction of Dynamic Investments opens a massive world of new and virgin investment product development. The NAOI has identified multiple areas in which DIT methods can enable the creation of powerful investment products that can generate massive, new revenue streams for their developers. The NAOI, alone, does not have the resources to fully exploit the potential of DIT-related development. We therefore offer DIT Development Partnerships that enable organizations to work with the NAOI to create new DI-based products and applications and reap the benefits of doing so. See more at this link.

A General Advisory Partnership

The NAOI believes that for financial organizations to thrive in the future of investing they need to pay more attention to meeting the wants and needs of the investing public. The NAOI has an unmatched knowledge of how the investing public views the world of investing today and the investment products/services that will attract their business. An Advisory Partnership gives your organization access to a wealth of valuable NAOI knowledge that will enable it to capture a massive share of the personal investing market. See more at this link.

For More Information

The Introduction to Dynamic Investments book that can be purchased in the NAOI Store provides more information on all of these support resources. And feel free to contact me personally at LHevner@naoi.org for more information on any of these support products.