Financial organizations that understand the power and potential of Dynamic Investments will gain a massive competitive advantage in the future of investing. The NAOI offers multiple levels of support that enable organizations to take full advantage of exciting new approach to investing. They are described on this page.


The NAOI offers education seminars that teach an organization what Dynamic Investments are, how they work and how an organization can use them to gain a significant competitive advantage in today’s crowded world of financial services. We also show how DIs can be integrated into an organization’s current offerings in a manner that generates significant new revenues without disrupting current operations. Typically conducted an a client’s offices, an NAOI education seminar can be customized to meet an organizations specific needs.

Dynamic Investment Product Catalog

The NAOI has designed several simple, high-performance Dynamic Investments and Dynamic Portfolios. These are investing “products” that advisors and portfolio designers can use immediately in conjunction with NAOI Education.

Training Classes

Following are examples of Dynamic Investment training classes offered by the NAOI:

  • The art and science of Dynamic Investment Design, Creation and Management

  • How to use Dynamic Investments to create Dynamic Portfolios

  • Strategies for integrating DIs into an existing product line

  • Proven methods for marketing and selling Dynamic Investments

  • Customized training classes as defined by our client

Classes are conducted for groups at our client’s offices.

Customized Consulting

NAOI consulting services will be tailored to meet your organization’s specific needs and goals. We can show any financial organization how to:

  • Increase existing revenue streams

  • Open new revenue streams without disrupting current operations

  • Expand investment product lines virtually overnight by combining existing products into the Dynamic Investment structure

  • Open new markets that existing products can’t reach

  • Create a Strategic Plan that provides significant competitive advantages through the use of Dynamic Investments

…… and more. The ROI of entering into an NAOI consulting contract will be off the charts.

NAOI Partnerships

An NAOI Partnership enables organizations to work on an on-going basis directly with the NAOI in the development of new Dynamic Investments, Dynamic Portfolios, DI applications and profitable strategies. For a limited time period we can also discuss an exclusive cooperative agreement. Of course only one such agreement will be available so interested parties should contact us as quickly as possible.

Contact NAOI President, Leland Hevner, directly with questions or to obtain information related to any of the valuable programs discussed above at

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