(Editors Note – This course is not available right now, but the good news is that Step 3 – Design Your Wealth Plan is. That means you can get started now because Step 3 is a standalone course and the first place I start every new coaching client. It's probably the best place for you to start as well. Learn more here...)

There’s an assumption behind Step 5 – Expectancy Investing.

Your primary investment objective is to grow your wealth by maximizing return and minimizing risk using paper assets (stocks, bonds, and mutual funds).

That’s valid for 99% of investors who are pursuing wealth growth, but it’s not valid in all circumstances. Many investors find their priorities change once they achieve wealth. Many prefer income over growth, or place a higher priority on risk management to defend what they have.

In short, one size does not fit all. There are legitimate, competing objectives that necessitate an alternative investment strategy.

• Maybe your primary goal is an inflation adjusting income you can never outlive?
• Maybe you’ve established sufficient wealth and your primary objective is now wealth preservation?
• Maybe you’re uncomfortable with paper assets in general and prefer something you can touch and feel like real estate, even if it does require a bit more work?
• Or maybe you’re uncomfortable with the whole retirement planning equation and prefer to transfer your longevity and investment risk to a counter-party?

There are a variety of competing objectives that are satisfied by adding “boutique” investment strategies.

In addition, when you’re already wealthy these alternative strategies can add tremendous value through a principle I call deep diversification.

Alternative Investing And Deep Diversification

Diversification is a critically important risk management tool.

Unfortunately, most people severely limit how they apply diversification thus leaving a ton of value on the table. Smart investors do different.

The average investor applies diversification only in the context of traditional asset allocation – stocks, bonds, mutual funds, and ETFs – but the principle has much wider application and value.

Smart investors diversify by source of return, risk profile, time frame, expectancy process, economic scenario risk, and much more.

In this course we’ll explore the most common alternative investments to a traditional stock and bond portfolio from the perspective of mathematical expectancy and risk management, the centerpiece of smart investing.

The key principle to understand is there is no such thing as a good or bad investment. Instead, each investment has unique characteristics that make it a good or bad investment for your portfolio depending on your specific situation and needs.

How This Course Will Work

We’ll start with a self-assessment process so that you can accurately identify your most important needs and prioritize them.

This assessment will identify where you’re located in the lifecycle of building wealth as well as your unique skills, interests, and life desires.

The next step is to match your unique situation to the unique characteristics offered by some of the following alternative investments. Some might be a great fit, and others won’t make any sense at all for your situation.

• Direct ownership of income producing real estate (not REITs)
• Annuities (both traditional SPIA and variable annuities)
• Life Insurance (as applied to estate and wealth planning)
• A Dividend Stock Investment Strategy
• Hedge Funds
• Private Equity
• And much more…

Each investment will be analyzed to reveal what it is uniquely good at and who it is well-suited for, as well as explaining what personal situations it makes zero sense for. It will be an honest assessment, unbiased by salesman hype, so you can clearly see both the advantages and disadvantages.

The truth is there’s no such thing as a perfect investment. Every strategy has an Achille’s Heal, and every strategy has some positive characteristics. The goal is for you to develop a strong consumer understanding of each alternative investment so you can make well-informed, smart decisions.

Think of these alternative investments as tools in a toolbox. Each tool has a proper use it is designed for, and each tool can be misused if applied incorrectly or to the wrong objective.

The classes will be structured as individual modules by investment type so you can custom tailor the learning to fit your needs. Take just the module you’re interested in right now, or take all of the modules to master the entire landscape.

You will get an in-depth, balanced, pro-consumer perspective without all the salesman bias.

What Else We’ll Cover

In addition, we’ll explain certain advanced investing and wealth building concepts that are only touched upon, but not fully developed, in our other courses:

• Risk management – how to apply this critical tool to every aspect of your investment portfolio… and your life.
• The history and investment strategy behind simultaneous asset deflation with monetary inflation. What is it, and how does it impact your portfolio strategy.
• Essential estate planning principles for wealth.
• Portfolio restructuring strategies as your goals change over time.
• Tax strategies for the wealthy ( and you can use them to help you build wealth in the first place).
• How to manage domestic currency risk.
• and much more…

What You Won’t Get

• No get-rich-quick schemes here. This is serious education for serious wealth builders.
• This is not for building your core portfolio of paper assets. That course is Step 5 – Expectancy Investing.
• There won’t be any sales pitches for investment products.
• This NOT associated with any debt consolidation, credit repair, banking, or brokerage services. It is pure education.
• No biased advice because of commission incentives.
• No stock recommendations or market advice.
• There are no up sells, cross sells, back end sales, or other selling gimmicks.
• You get the exact course promised with the benefits promised.
• Just straight forward education that works.

How To Know If This Course Is Right For You

You need two things to get the value out of this course:

• A desire to invest in alternative assets besides traditional stocks, bonds, and mutual funds.
• Enough capital to invest so that you can put the knowledge to work if you decide to. If you are in the earlier stages of wealth accumulation then it is probably smarter to master Step 5 – Expectancy Investing first, then return to this course later.
• The one exception to the above rule would be if you’re interested in building your wealth through direct ownership of real estate then this course can make sense even in the earlier stages of wealth accumulation.

What About All The Bonuses and Guarantees?

• Bonuses: There are no bonuses because I’m not going to waste your time with marketing gimmicks. The course is worth many times what you will pay, and I don’t want your limited time distracted from this essential education with a giant box of garbage ebooks and time wasting downloads of dubious value. There is plenty to learn and do in this course without stacking on a bunch of marketing fluff to artificially inflate the perceived value. You get the promise of the course alone and the results it will produce. That is more than enough to justify the price without gimmicks.
• Money Back Guarantee: You get a full 60 day, 100% money back guarantee. Try it out and refund afterword if you are unhappy for any reason. The risk is 100% on me to deliver as promised. You are never at risk. I only want happy clients.
• Results Guarantee: I don’t offer any results guarantee because nobody can guarantee that anyone will do anything. I know the education works because I’ve seen what my coaching clients have done with it over the years. It is fully proven. However, you will get out of it what you put into it. I offer a royal road to useful knowledge through carefully structured education, but I can’t guarantee how you will use that knowledge, if at all. That is entirely your responsibility.

Answers To The Most Common Questions:

How does the course work?

• It is a multimedia self-paced course, with lessons in video, audio, and PDF transcripts as well so you can learn in whatever format is convenient for you. You’ll always be able to access your material via course emails or directly through the Financial Mentor training site.

What if I have questions about the material or process?

• I don’t want you to feel like I’m just giving you access this course and then walking away with no ability to reach me for feedback and questions. It’s to everyone’s advantage that you understand the full power of Alternative Investing so I will be offering weekly office hours to get your feedback and answer your questions. In addition to having access to me, I’ve added a private Facebook group for masterminding among like-minded investors.

Is this course live?

• This is NOT a live presentation. It’s an online video and audio course you can take at your own pace. It comes with lifetime access so the strategies and tactics in the course will always be available to you, ready whenever you need them.

How much time will it take?

• You can go as fast or as slow as you want. You can download the material and work through it on your phone or laptop. You can read the transcripts or listen to the audio while commuting or working out. Whatever is easiest for you. Because it comes with lifetime access you can go as fast or as slow as you want.

What if I fall behind or miss a call?

• Don’t worry. The course comes with lifetime access so you can take a break if you are out of town or on vacation or just get temporarily swamped. Interruptions happen, and everything is recorded so you have access 24/7 at your convenience. If you need to take a break, that’s no problem. You can “resume” your learning any time you want. It will always be there and waiting when you are ready.

Why should I buy your course with all the free stuff out there?

• I’ve figured out how to take 25 years of research, integrate all the contradictory investment advice, eliminate the nonsense, and simplify the whole thing. You’re paying for the royal road to this knowledge. No wasted time. No dead-end paths. No nonsense. What is your time worth? What is it worth for you to get the results you want now instead of later? If you have assets at risk right now then the time value of the results should be more than enough to justify the price (not to mention the time saved in learning).

I don’t think I know enough to take this course. I’m not experienced at investing…

• This course assumes basic investing knowledge, but because each module is specific to a particular type of specialty investment it only makes sense to start at the beginner’s level each time. In other words, I’m going to assume the most basic of basics, but beyond that nothing else is required. If you are willing to do the work then you should be fine even if you are a beginner. However, if it turns out that the course really is over your head then you’ll know pretty quick and you can just get a refund. No harm, no foul. My position is you’re probably better off trying than automatically assuming you can’t do it. Nothing ventured, nothing gained. The refund is your bailout position if it really is over your head. You won’t know until you try.

I don’t want to manage my own money. It sounds like I have to if I buy this course…

• You can delegate the authority for managing your money, but you can never delegate the responsibility. Ultimately, your investment results are determined by the quality of your decisions. Yes, this course gives you the tools and skills to make decisions managing your own accounts if you choose, but it also gives you the depth of knowledge needed to make smart decisions in hiring the best managers for your money if that is your preferred path. Either way, you win.

I think I may be too busy to take your course. Maybe later…

• What is the cost of unmanaged risk in a bear market? What is the opportunity cost of lost gains because you weren’t using these strategies? What impact will delay cause on the lifetime, compound return of your money? These are all questions you need to consider in deciding what priority you give to taking this course. The numbers should make the decision obvious.

Do you have a money-back guarantee on your course?

• I only want happy clients. If you are dissatisfied or just change your mind anytime in the first 60 days, simply let me know and you’ll receive a 100% refund.

Does this work for international students or is it U.S. investors only?

• The principles to successful investing know no borders and neither does this course. While language and some examples may be U.S. centric, the course is generally applicable with minimal adjustment for international students.

Can you give me a behind the scenes look at the course…

• The bad news is I can’t show it to you right now because I’m building the product live with the first group. Sorry. The good news is you get to be in that first group and get deep one-on-one access to me and personal interaction that future attendees won’t get once it is in final product form. Again, this is a carefully structured teaching process I’ve followed for years with my one-on-one coaching clients with great success. I’m not winging it. Everything is proven out. Nobody has ever complained and the testimonials speak for themselves. You always have the 60 day money back guarantee if it isn’t working for you, or you could pay monthly and quit at any time meaning you are never really at risk if it turns out different than you expected.

Is this course worth the money?

The value equation is simple.

All you have to do is…

• Make one improved investment. What would a 2% improvement in investment return be worth to you?
• Avoid one major loss. What would it be worth to miss a chunk of the next major bear market?
• Save time. What is it worth to end any need to follow the endless stream of garbage media and nonsense books by knowing which few things you should focus on. How much is your time worth?

…and this course has paid for itself many times over.

Not only that, but the knowledge will continue to serve you for a lifetime of improved investing providing a compound return on investment. In this way, the price of entry is minimal and an absolute no-brainer for the right client.

[A FEW MORE TESTIMONIALS]

Closing Thoughts…

Alternative investing isn’t for everyone.

But for the right client, it can transform the risk/reward characteristics of your portfolio.

If you think it might be the right fit for you then give this course a try.

You always have the money back guarantee if it doesn’t work out so you’re never at risk.

I look forward to seeing you on the inside…

(Editors Note – This course is not available right now, but the good news is that Step 3 – Design Your Wealth Plan is. That means you can get started now because Step 3 is a standalone course and the first place I start every new coaching client. It's probably the best place for you to start as well. Learn more here...)