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HOW TO BECOME RICH BY INVESTING:
RATIONAL INVESTING BASED ON EVIDENCE VS SPECULATION

Millionaire, Dollar Cost Averaging, Good Investments For Beginners
How to get RICH from Investing | How to get RICH with Investing
Increase Passive Income, Private Equity, Wealth Planning, Wealth Solutions

HOW TO BECOME RICH BY INVESTING:
RATIONAL INVESTING BASED ON EVIDENCE VS SPECULATION

Millionaire, Dollar Cost Averaging, Good Investments For Beginners
How to get RICH from Investing | How to get RICH with Investing
Increase Passive Income, Private Equity, Wealth Planning, Wealth Solutions

Adam 1
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If you don’t know what to do with your money and are pained by indecision, let’s talk.

Everybody ought to have a comfortable retirement, and most people want more choices and freedom in life.

Many people want to get rich too, or at least be comfortable. The good news is that you can become a millionaire investing just $500-$1,000 a month, and a multi-millionaire investing $1,000-$2,500 a month.

The bad news is that most people fail at investing. Even some highly knowledgeable investors fail, due to human nature.

Like a doctor who can’t stop smoking or overeating, many knowledgeable people can’t resist the urge to speculate, get greedy and/or feel fearful when markets are crashing.

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I can help set up accounts that are:

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Easy and speedy

Like you, I am frustrated by bureaucracy and time-wasting. Time is money. I am busy and I am sure you are too. My aim is to save you time and money by doing things online as quickly and effortlessly as possible.

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Reasonable account fees

1% yearly management fees. 0.75% on accounts above $500,000, and 0.5% on accounts above $1m.

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Have reasonable account minimums

Since March 30, 2021, I increased my minimums to deal with me directly. There are now three service levels. See more here.

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Globally available

For everybody except people living in Americans (American expats are OK) and a few other countries. Accounts are particularly useful for expats who are moving from country to country, and locals living in emerging market countries, where there is not a stable currency and system in place.

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In your company name if applicable

Accounts can be in your name or your company name. If you own a company investing through your firm can be tax efficient.

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Based on the 80:20 principle

80% in core assets. 20% in assets that you can’t get access to directly (for example private equity).

Give you access to some of the biggest fund houses in the world

including Vanguard, BlackRock and iShares.

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Adjusted to your risk tolerance

The four portfolios below are examples of past portfolios I have constructed, to adjust for client’s risk-appetite

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Client recommendations and media exposure

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Featured in:

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