Slide 12 - Summary and Into the Future

Investing has been stuck in place for far too long. We are still using portfolio design theories introduced in the 1950’s. In this Slideshow you have learned about one powerful path forward in the form of Dynamic Investment Theory and the creation of Dynamic Investments. But DIT and DIs are only one result of “Thinking Differently” on a grand scale.

In this short presentation we have scaled only one peak on the path to the future of investing, there are others. Let’s work together to find, research, develop and apply others via a cooperative effort between your organization and the NAOI. The first steps toward this goal are listed below.


Let’s start a discussion by contacting me either on LinkedIn or via email at


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