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    HELPING YOU MAKE SENSE THROUGH THE NOISE
    Whether you have a large portfolio or are just getting started, the IEI provides you education and tools to help build your wealth, make better decisions and reach your goals

Make confident and informed decisions

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.

Try a 90-day Institute Membership - FREE

Our Vision And Mission

We are dedicated to helping people build and protect their wealth.
Member experience and satisfaction are our #1 priorities.

Innovation Leader

We developed our models, indicators and strategies to help people grow and protect their investments through all types of market conditions, including the most volatile. We use cutting edge research in finance, economics, psychology, and information technology to refine our methods and provide current, detailed information to help you make timely decisions.

Proprietary Solutions & Approach

Our strategies were all developed at our headquarters through a step-by-step process of gathering thousands of historical data points, applying our highly customized system along with empirical analysis to identify longer-term patterns and trends, and employing modern forecasting techniques to help give you an edge in the way you manage your wealth. We make sure that our views are clearly and transparently spelled out, especially in terms of how we constantly communicate with you.

Quality Service & Support

Our Professional Members and Service Specialist are here to provide you with regular assistance to help you understand deeply all the information that you receive. All questions, no matter how simple or complex, are answered promptly and with the utmost respect. We make certain to correspond with you to help you get the most out of your membership and are available to help you thoroughly understand the models and strategies.

We can help you to:

  • Identify important market trends
  • Isolate sectors emerging as market leaders
  • Easily drill down in each sector to find the strongest stocks
  • Manage your 401(k) using a Proactive Asset Allocation Model (PAAM)
  • Reduce your risk
and more.

Diversification is protection against ignorance. It makes little sense if you know what you are doing.

- Warren Buffett -

Meet Our Team

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.

  • Joseph F. LoPresti

    / Founder

    Joe is the Founder of Investor Education Institute. He is also President of Arlington Capital Management (ACM), a Registered Investment Advisory firm he founded in 2000. A 31-year veteran of the financial services industry, he possesses a strong background in investment research and portfolio construction, as well as a demonstrated dedication to client service. Joe is the author of Empowered Investing: Strategies for Proactive Investors and the host of the syndicated weekly radio program, Empowered Investing. Joe studied at Millikin University.

  • John Hollahan

    / Principal and Professional Member

    Responsible for investment research, portfolio management and client service, John joined IEI in 2011, when he began his second career after leaving a large public utility where he served in a variety of senior Information Technology roles. John leverages his prior teaching experience and contributes to the continual dynamic content available through the Institute. John earned his BA in Information Systems and Computer Programming from Purdue University and his MBA from the University of Chicago. John holds the Series 65 Investment Advisory Representative license.

  • Ion Botnari

    / Chief Technical Officer

    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.

  • Amanda Konder

    / Member Services Specialist

    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.

  • Martin J. Rheaume

    / Professional Member

    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 J. Kumar

    / Professional Member

    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.

  • Ronald A. Rago

    / Professional Member

    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.

  • Kaplesh Patel

    / Professional Member

    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.

Our Membership

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.


What to expect

  • Learn techniques to help you grow and protect your wealth with a simple, proactive model (PAAM)
  • Learn how to identify what we believe to be important market trends, leading asset classes and the strongest stocks and ETFs
  • Study at your own pace and experience with basic and advanced courses – take online or attend live
  • Learn a model designed  to help you get more out of your investments, achieve security in retirement, and enrich your life!
  • If you decide to cancel your membership the unused portion of your subscription will be refunded

Membership Includes

  • Weekly Video Update and Proactive Asset Allocation Report
  • Current PAAM allocation
  • Flash Alerts notifying you of PAAM changes
  • Access to Asset Class Ranking System and indicators for all 111 asset classes
  • Complete access to all other sections of our professional grade research database including market, sector, stock and ETF charts, indicators, and reports
  • Sector Universe Reports that allow you to filter sort and query each sector to find the strongest stocks
  • Portfolios that allow you to obtain ratings on all your stocks and track important changes to help you manage your portfolio proactively and much more…

Risk Free Trial 90 day

Get premium access for 90 days at no cost. Everything you need to execute proactive strategies for your stock portfolio, 401(k) plan, mutual fund accounts, and additional investments.

  • A NO COST and NO OBLIGATION 90-day membership.
  • First time members only, one per household.
  • Automatic expiration unless you choose to extend.
Value

Premium 1 year

Complete access to entire research database.
Everything you need to execute proactive strategies for your stock portfolio, 401(k) plan, mutual fund accounts, and additional investments.

  • For new or existing members
  • If you are not satisfied we will provide a prorated refund for the remaining portion of your membership.

Premium quarterly

Complete access to entire research database.
Everything you need to execute proactive strategies for your stock portfolio, 401(k) plan, mutual fund accounts, and additional investments.

  • For new or existing members
  • If you are not satisfied we will provide a prorated refund for the remaining portion of your membership.

Try a 90-day Institute Membership - FREE

Empowered Investing Courses

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.

  • Identify potential market trends and turning points

  • Isolate potential leading asset classes and sectors

  • Identify potential bear cycles and take action to protect your wealth

Contact Us

Should you have any questions regarding our models or strategies,
do not hesitate to contact us.

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