The Financial Industries Only Performance Based Publication on global markets which include futures and stock indicies. We are never compensated in a manner that approaches the value we bring to the investment performance of our clientele."

The Asset Allocator

Let The Wizard provide you with the premier assessment of where general classes of investors (Like You) should have their assets allocated in order to reach their goals.


Would you say that you generally have   blah blah — due this like a survey… wp-form?  It will have to be to conform to SEC reg D


Are you a new investor?


Have you ever invested before ?


would you say you are:


Risk averse

Moderate to assuming some risk

Aggressive Growth?


What are you investment objectives:

Fixed income?

Capital appreciation?

Long term?

Short term?


add categories to implement a diversification strategy —

(This will lead to the products we offer and particularly if little or no experience then lead them to courses and couching etc..)  think





This is not to be construed as individual investment advice but rather applies to general classes of investors