Why the NAOI?
This Web site presents a new theory of investing called Dynamic Investment Theory (DIT) and a new investment type that DIT creates called Dynamic Investments (DIs). You may be asking yourself how it is possible for a relatively “under-the-radar” organization like the NAOI to make fundamental changes to how investing has worked for decades. It is a fair question.
This page shows how and why the NAOI is uniquely capable of making the changes described here happen and making Dynamic Investments and Portfolios a mainstream investment in the very near future.
The NAOI’s Intangible Assets
Among the reasons why the NAOI will be able to take Dynamic Investments and Dynamic Portfolios “mainstream” investments are the following intangible assets we hold:
Our Experience and Unique Knowledge - The NAOI has worked closely with individual investors for over two decades. We have an unmatched knowledge of how they view and interact with the financial services industry and the market. We know better than any other organization what they want and need to enter the market with confidence and without fear. Dynamic Investments were designed to meet this need. By providing higher returns with lower risk and absolute protection from market crashes, they solve a major, and widely recognized, problem in the world of investing today.
Our Objectivity and Credibility - The NAOI is recognized by the public as an objective organization that is not influenced by sales-bias as are most financial organizations today. Because we do not market or sell specific investment products we are seen not as salespeople but as advocates for the individual investor. As a result the products that we develop, such as Dynamic Investments and Portfolios are trusted by the public.
Our Education Expertise - DIT and DIs would go nowhere without being supported by first-class education materials. We know that people don’t trust investments that they don’t understand. Education, of course, is an area in which the NAOI excels. We will support the new Dynamic Investing approach with quality education that enables the investing public to understand how DIs work and why they should be a part of their portfolios.
The Reach of Our Education Channels - New products die on the vine if prospective users don’t know about them. This is not a problem for NAOI Dynamic Investments. We will begin including them in our personal education course material in the third quarter of 2020 where they will be seen by thousands of students via our extensive education channels and perhaps millions with our DI Users Manual, shown at the bottom of this page, that will be sold on Amazon.
Our Ability to Make the Public Aware that the New Approach Exists - In addition to making our students aware of Dynamic Investments, we will make the public at large aware of them via an extensive PR campaign. NAOI President, Leland Hevner has earned significantly credibility via his media exposure as discussed at this link. He has appeared multiple times on national TV business networks and been quoted frequently in the national press. And his book, The Perfect Portfolio, that was published by John Wiley & Sons, sold thousands of copies. As a result, Hevner has direct contacts with over 100 major media outlets and who have requested that he contact them with any new developments. They are looking for unique stories such as the ones related the introduction of an innovative investment that can change investing as we know it.
Our Ability to Make the Financial Services Industry Aware of the New Approach - Financial advisors and organizations will benefit from the introduction of Dynamic Investments at least as much as the investing public. After all, it enables them to create better, more salable products that will attract a massive number of new clients. The NAOI has direct contacts with decision makers in over 2000 financial organizations via LinkedIn. Benefits that will accrue to the financial services industry by the introduction of Dynamic Investments are discussed at this link.
Our Vertical Integration Strategy - The NAOI organization chart, discussed at this link, shows how the NAOI creates innovative investing products and methods that the public will demand from the financial services industry. And we teach financial advisors and organizations how to meet this demand via advanced education, consulting and partnerships. In many industries this type of structure is referred to as “vertical integration”. We create demand and then we create solutions for meeting it.
The NAOI Tangible Assets
The following NAOI tangible assets will ensure not only that DIs and Dynamic Portfolios will play a major role in the future of investing, but also that the NAOI will be the primary organization that designs these new investments and defines the applications that use them.
Our Catalog of Optimized Dynamic Investments - The NAOI has created a catalog of optimized Dynamic Investments and Dynamic Portfolios that can be used immediately by NAOI students and offered/sold by the advisors and financial organization with whom we work. They can be used as complete portfolios or building blocks that will improve the performance of MPT portfolios as discussed at this link.
Our Dynamic Investment Creation and Optimization Platform - While DIs are easy to create by simply combining ETFs in the DI structure discussed at this link, optimized DIs require significant research, analysis and testing. The NAOI has created a DI development platform that makes this optimization process easy and effective. We can use it to create optimized dynamic products for financial organizations with whom we work via a Consulting Agreement or Partnership. We will use your ETF product line to create them if so requested.
Our Dynamic Investment Management Software - The NAOI has designed software for automatically making the trades signaled by Dynamic Investments as discuss at this link. As DI usage becomes more widespread, equity brokers who implement this software will attract a massive number of new clients who have learned about DIs. This will give them a significant competitive advantage over those that don’t.
Our DIT Research and Development Platform - The discovery and introduction of Dynamic Investment Theory opens a vast and virgin world for the development of new, powerful investment products that are not possible using MPT methods. The NAOI has created an R&D platform for creating a full product line of innovative products that will enable financial organizations to easily more than double their product line virtually overnight with minimal cost.
A Non-Disruptive Change - Any change to investing that proposes to replace current MPT portfolio design methods will be rejected immediately. The NAOI understands this and has emphasized in our education and marketing material that DIs enhance MPT portfolios, not replace them. You can read at this link that DIs can be very effectively used as building blocks in traditional MPT portfolios. They make today’s “static” MPT portfolios “dynamic”, enabling them to produce higher returns with lower risk. Thus, the fundamental changes that the NAOI is proposing are non-disruptive to the current operations of financial organizations.
The Core Dynamic Investing Books
Below are the two “core” education books that anchor the NAOI’s Dynamic Investment awareness and education efforts. The book on the right is targeted the investing public and it will create demand. The book on the left is targeted at investing professionals. It will show the financial services industry how to meet this demand. It is available for purchase now in the NAOI Store. Readers of each will see the value of this new approach and understand why they describe a better future of investing.
Summary
Why the NAOI? Because we are uniquely organized to develop new investing products and methods via our R&D Division, create demand for these developments by teaching them via our Education Division and showing the financial services industry how to meet this demand via our Consulting Division.