Experienced Investor Passionate on Investment Education
Driven by my passion to provide quality, simplified investment education at an affordable price and no hidden agendas, I created this site to try to provide insights into the financial markets and help you make informed investment decisions on your own. Investing does not need to be complicated and I try to provide the education to keep it that way.
Learn at Your Own Pace in Your Own Comfort
Everyone learns at their own pace. This course allows for learning without judgment and within your own comfort level.
Complex Concepts Simplified Execution
The more you learn does not need to lead to more complex solutions. Simplicity and staying the course is what should matter for most investors. You can gain basic investment knowledge from anywhere, but it's the nuances and how to utilize that knowledge where the real value is added. This concise, added value is what I try to share throughout this course.
Who Is This Site For?
This educational content is primarily for the beginning and average investor, although experienced investors could probably learn a few things as well. You could be a do-it-yourself investor, or you could be working with a financial advisor but you want a stronger base of knowledge so you reduce the risk of your advisor misleading you.
This is Not a Trading Course
If you want to learn about trading penny stocks, swing trading or any other "get rich quick" investment strategy, this course isn't for you. This course is me sharing my extensive institutional investment research and portfolio management knowledge that I utilize to manage portfolios and consult for institutional and retail clients. I'm sharing what I believe to be the important core investing concepts and practical execution strategies that anyone can benefit from.
Pricing For Access
$179/yr annual recurring subscription
Click Here To Learn More About The Course
ABOUT ME
I have been extremely passionate about investing ever since my high school days. Backed by several years of deep experience in the financial markets, with professional roles as a portfolio manager, investment consultant and research analyst, I have been able to build my knowledge and share my investment insights with professional and non-professional investors.
I love trying to help those that need help on the investment side of things. That is my passion and is hopefully one of my small parts in adding value to the world.
I truly hope you find useful insights on this website to help you make better informed investment decisions.
Eric Kulwicki, CFA®, CFP®
Investment Consultant / Portfolio Manager / Wealth Advisor