Frequently Asked Questions
How do I get started using proactive investment strategies?
Begin with a 90-day risk-free trial membership. You will get access to educational courses, strategy reports, model portfolio holdings and full website access. A trial membership is the fastest way to begin using proactive investment strategies, all designed to help you invest with confidence.
What will I learn from your courses?
Several different courses will provide you the education you need to be a proactive investor, whether you are a beginner or advanced investor. The courses will teach you to identify important market trends, isolate leading global markets, sectors and asset classes, how to drill down to find the strongest stocks and ETFs, how to manage risk. In short, our course offerings will teach to know when to invest, what to invest in….and when to sell. View our complete course schedule.
What type of investment information is available on your website?
Our website contains a professional grade research database that will help you execute proactive investment strategies. The professional members of the Institute have spent years developing a proprietary set of market indicators to help you know when to be in the market, what to own and when to sell. Our valuable Asset Class Ranking system is updated every day and available for you to view along with a complete set of indicators for each of the 100 plus asset classes covered. The Sector SnapShot V3 is our third generation sector report. The portfolio section allows you to add your own portfolios, obtain a rating based on six different technical indicators on every stock in your portfolio, track daily changes to your portfolio, stay on top of the PAAS Model and so much more. The information contained in our database is similar to the high caliber market data that many of the world’s most successful hedge funds build for their own private use… the difference is the institute makes this professional level information available for you.
Will I receive your PAAS and other reports via email?
The Institute distributes monthly two strategy reports. The PAAS Monthly report provides you our latest research, commentary and allocation for the Proactive Asset Allocation Strategy (PAAS), including the PAAS Model portfolio. We also distribute PAAS Flash Alerts whenever there is a change to the PAAS Model so you are always up to date on the current model allocation. We also distribute a Monthly Strategy report covering other investment topics such as overall market, sector and individual stock analysis. The Monthly Strategy includes a model stock portfolio and a model income portfolio. You will receive one or both of these monthly reports depending on your level of membership. Trial members receive both so you could evaluate the quality of research distributed by the Institute.
How much does a membership cost?
What is the difference between the different levels?
The Institute offers you a Basic, PAAS and Premium Membership. Each membership provides you access to varying levels of website access, educational courses and monthly strategy reports. View Membership Comparison Chart
How do I pay?
You can pay by credit card or check.
How often am I billed?
Memberships are billed quarterly (every 3 months).
What if I decide to discontinue my membership?
You can cancel your membership at anytime and you will receive a prorated refund. Trial members receive a full refund at any time during their trial period.