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At Pro Investor Coach we pride ourselves on a wide array of financial services and products, making us a
natural fit for any type of individual investor willing to think outside the box.
More importanly, since our service model is based around education, it is of paramount importance that each client understands
the value of learning what we do, exactly how we're doing it, and why we are doing it.
As an independent firm that puts its focus on educating our clients while controlling risk by implementing stops to
limit loss and capture gains, we see ourselves as trend followers who are not looking to pick the wavering and erratic
tops or bottoms, but instead converge on the juicy fat in between.
Our services and products include, but are not limited to:
- Independent Asset Management ¬
The Pro Investor Coach fee-based management process is certainly unique to the industry. For example: Every week our clients have
access to an Online video detailing each position traded during the week. This gives you an unprecedented wealth of information on how your assets
are managed.
Included in these videos will be stop-losses and target areas where to take potential initial profits.
The main goal is to educate you while you invest.
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- M48 Timing Service ¬
This is by far the most popular service we have for those who manage their own money and where our clients learn the most.
The M48 model most closely resembles how we manage client accounts – and a direct reflection on how Doug trades his own accounts.
The M48 Timing Service is a subscription-based stock market timing service - you will receive 3-5 e-mails weekly outlining in detail positions taken,
with exact recommendations when to be in, or out, of the market, along with extremely insightful Audio/Video commentary by Doug.
That's right! In addition to the plain old text-only recommendations you will also receive (a subscriber-only benefit) a Video w/ Audio commentary
where you can follow along as Doug interprets the charts and make his analysis in real-time. To accomplish this we use a special screen recording software which
enables you to see, and hear, (in the video being streamed from our Web site and then viewed on your own computer) exactly what Doug sees on his screen.
Doug records his video and makes his audio commentary in real-time after the markets have closed. We then compress the video for the Web, upload it to our site,
and include a link to the video in the M48 Bulletin E-mail that goes out to our subscribers the very same day!
Wanna take the M48 for a test spin? Register for our FREE 7-Day Trial today!
Sign Up Today! More»
- Safe Money Investing ¬
Looking for something uncomplicated, effortless, straightforward, yet profitable and very secure?
How would you like stock market-linked gains without risk of loss to principal?
Safe Money Investing should be part of everybody's portfolio and yours is NO exception! Diversification is key, especially in these volatile times.
By using these safe money vehicles you will partake in a percentage of the gains if the market (S&P 500) goes up. If the market goes down you do NOT
give back any original principal. And if the market drops 40% (like it did in 2008) you do NOT pierce your original principal!
There are NO fees or commissions to be paid by the client and the spread is only on the gains and not on the original principal. Many of our clients have found
this to be the clear choice for protecting all or part of their nest egg. You can even follow your account Online 24/7.
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Note: This is not a security – however it has more than doubled the S&P 500 'buy & hold' return going back 12 years ending Nov. 2008. Past performance is not
always indicative of future returns.
- Commodities & Futures ¬
We strongly believe all clients that want direct market participation should have a percentage of their portfolio in commodities, either directly or by using ETF's such as
GLD (gold), SLV (silver), UUP (dollar) etc.
There is now a plethora of such commodity ETF's to choose from, but the key considerations for individual investors and traders should be leverage.
As an example we often choose DIG (long oil) and DUG (short oil) to incorporate energy into our managed accounts and the M48 Timing Service.
These ETF's are managed no differently than an individual stock. And as always, we use stops to capture profits and limit losses.
We incorporate at least one or two commodity ETF's in our Instructional Trading Videos each week.
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- Workshops & Webinars ¬
The true art of teaching is the art of assisting discovery, so let Pro Investor Coach aid you in discover your true potential as a profitable investor.
Take a Workshop. On the House.
Twice a month, every other Saturday in our Solana Beach offices, we are offering a FREE investor workshop.
This class is aimed at giving you something to take home to think about besides homework, and will most certainly give you the answers to your most
frequently asked questions when it comes down to the nitty gritty of investing.
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- One-on-One Coaching ¬
One hour complimentary consultation to determine if and how much coaching the trader needs. The rate is $200 per hour w/ a minimum of five hours.
A 50% refund is available if the student is not satisfied. Limited availability.
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- Instructional Trading Videos ¬
Instructional Trading Videos.
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- Pro Investor Show – Local AM Talk Radio ¬
Pro Investor Show – Local AM Talk Radio.
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- Podcasts ¬
Podcasts.
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Note: Any and/or all parts of the model can be used.
What's the next step?
We are a boutique firm who believes that every investor's risk tolerance is different, and we're adamant about our belief that there absolutely is
no 'one-size-fits-all' approach when handling the affairs of our clients. But we do proud ourselves on being able to find a solution that will fit any and all types
of investors, large or small.
So how may we tailor a profitable investment solution for You?
Step 1 – Let's meet face to face in front of a computer either in our office or your home. If outside the San Diego area we can simply communicate on the phone or via e-mail.
This will be a very informal first initial meeting to see if any of our services can be of help to you. Remember we deal in no risk and or controlled risk.
If there's a mutual belief we can be of any help to You, we will proceed to the next step.
Step 2 – Open up an account at a discount broker of your choosing.
Step 3 – Determine what strategy best fits your goals by taking into consideration Your risk tolerance.
Step 4 – Constant contact to make sure you learn as you go.
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