Do-it-Yourself Investing Made Easy

Learn what it takes to be a successful investor...

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Intro Video
(1 min)

Subscribers gain access to professionally designed asset allocation models that you can replicate on your own using low-cost exchange-traded funds (ETFs). You will also receive a monthly video commentary that informs you when to make changes to your portfolio.

  • No need to open an account with us
  • Pay no investment advisor fee
  • Save money by doing it yourself


How should you invest your money?

Let us show you how to manage your portfolio yourself!


Learn more about Retirement Investor

peoplenew Investors who want to manage their own retirement account.

Retirement Investor is designed for do-it-yourself investors with self-directed retirement accounts who want to manage their own portfolios but would like some guidance – without the high cost. Subscribers typically:

  • Participate in a 401k plan with a brokerage account option
  • Are looking to rollover their 401k to an IRA
  • Own a small business with a Solo-401k, SEP, or SIMPLE IRA

compassnew You stay in control of your account - we simply guide you.

We show you how to build your own portfolio within your existing retirement account using low-cost exchange-traded funds (ETFs). You can choose from five model portfolios to follow. We make investing easy:

  • "Build My Portfolio" tool shows you how much to invest in each fund
  • Monthly Investment Commentary informs you when to make changes
  • "Update My Portfolio" tool makes portfolio rebalancing easy

moneynew Save money on investment fees and invest with confidence.

We make it easy for you to manage your own retirement portfolio while saving you money. Retirement Investor spends the time searching for the right combination of exchange-traded funds (ETFs), so you don’t have to.

  • Reduce your investment expenses
  • Receive professional guidance without the high cost
  • Save time and effort managing your retirment portfolio

whatitcostsThe value you receive is exponentially greater than the cost of joining.

Retirement Investor is designed to save you money. Your subscription is only $19.99 per month, or you can receive two months free by choosing an annual subscription for only $199.

  • Our model portfolios save you thousands in investment expenses
  • Total model portfolio fund expenses range from 0.07% to 0.17%
  • Reduced investment fees equals a larger retirement account
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What Our Subscribers Are Saying

Being a busy professional, I found it difficult to spend the required time researching investments. I found that Retirement Investor helped simplify the process by publishing a professionally designed portfolio of low-cost ETFs.

Tom B., Phoenix, AZ