The IEI is on the cutting edge of research and market studies, developing computerized quantitative models that can assist you in eliminating your emotions and staying ahead of changing market conditions. We consider information disseminated by wall street and the media to be myths, half-truths and noise. We reject the investment profession’s common wisdom that passive, buy-and-hold and diversified strategies are the optimal approach. We believe that you can do better if you don’t follow the herd and have a solid framework for making your decisions.
We are dedicated to helping people build and protect their wealth.
Member experience and satisfaction are our #1 priorities.
Diversification is protection against ignorance. It makes little sense if you know what you are doing.- Warren Buffett -
We help you learn how to build and protect your wealth to realize your financial goals.
We meet and get to know you. You tell us, and we listen.
A highly skilled professional, Ion brings his strengths in the areas of analysis, planning and program development to Investor Education Institute. Possessing in-depth experience in desktop and web-based software applications, as well as complex programming and internet technologies, he continually works to improve IEI infrastructure and client service tools. Ion is both a Microsoft and Sun certified professional.
Possessing over 15 years of financial industry experience with firms including Merrill Lynch Wealth Management and a private commodities trading firm, Amanda is primarily responsible for ensuring that our members receive the best in service. Amanda is a true professional who brings her passion for the industry and a strong operational background to Investor Education Institute.
Pursuing his passion for proactive investing and unbiased advice, an avid learner, Marty has been involved with our Investor Education Institute since 2007 and manages client relationships. Marty’s prior professional career spanned 23 years at both Walker Manufacturing/Tenneco Automotive and S.C. Johnson and Son. His career focused on global business process enablement with external business partners across all functional areas of the corporation. Marty holds Series 65 Registered Investment Advisor license.
Justin joined Investor Education Institute in 2015 as a Professional Member. A passionate student of Economics in its many forms, he brings with him more than a decade of discretionary portfolio management, trading, finance, and business industry experience. In addition to helping IEI clients, Justin is also committed to helping his community and is currently involved with The Gale Sayers Foundation as a Board Member and Children's Home and Aid as an Associate Board Member. Justin earned a BA and MA concurrently from Northwestern University and holds the Series 66 license.
Ron has been involved in the financial services industry for the past decade. His experience includes a number of senior management positions with CNA Financial during the earlier part of his career. Over the last ten years, Ron found great satisfaction as a financial advisor helping families of college-bound students develop strategies to pay for college without jeopardizing their retirement. His passion for working with people and desire to help grow their wealth while minimizing downside risk attracted him to IEI and led to a new chapter in his career. Ron earned BA and MBA degrees from DePaul University and holds the Series 65 Investment Advisory Representative License.
Pursuing his aspiration for proactive investing and impartial advice in working with individuals and families, Kaplesh is one of our Professional Members. Prior to joining IEI, his professional career extended over 25 years in Silicon Valley serving semiconductor and networking industries, where he served in various technical roles. His aspiration for working with people and to help grow their wealth while minimizing downside risk attracted him to IEI. Kaplesh earned Masters of Science from Gujarat University India, Certificate in Finance (Specialization in Investment Management) from University of California, Berkeley University Extension and holds the Series 65 Investment Advisory Representative License.
Membership to the Investor Education Institute can help you make sense through all of the market noise. You will receive information necessary to keep your portfolio aligned with current market trends. You can make the most out of bull markets and protect yourself from bear markets.
Courses offered by the Investor Education Institute teach you a sound framework for making investment decisions without damaging emotional influence. Course material is designed to empower you to be an informed and highly confident investor. Whether your retirement plans are twenty years away or you’re already in retirement, you will gain new skills to help you make proactive and confident decisions in most any market condition.
Should you have any questions regarding our models or strategies,
do not hesitate to contact us.