Who is Daniel Shore?
Over the years, I have been asked for investment advice from friends who have witnessed the extraordinary investment success of an institutional trust I have managed since 2001.
As an institutional investor, I manage a multi-million-dollar private trust portfolio which has outperformed the market by over 10% over the past 5 years on an annualized basis—with less risk.
Many of my friends’ investment portfolios have suffered tremendous losses and poor performance while being managed by traditional bank and brokerage advisors who advocate portfolios designed primarily with one factor in mind: the beta (past volatility) of the various investment choices. (see: common problems with the retail brokerage industry)
At the same time, I have seen market-beating success by institutional investors who manage large portfolios for endowments, trusts, and wealthy individuals (read: wise habits of successful investors). My conclusion is that these institutional investors must be investing more wisely than most small, non-institutional investors (view: data on average small investor returns).
The strategies and tactics of the most successful institutional investors are now available to you and the general investing public through the use of Exchange Traded Funds (ETF), index mutual funds, and quarterly portfolio allocations suggested in our Alphareturns newsletter. I am not a registered retail broker or investment advisor and do not dispense advice to non-institutional investors. Therefore, you will need to determine the suitability of our model portfolios for your own personal situation or evaluate this in conjunction with your personal financial advisor. Because I believe so strongly that our 7 key investment principles can bring investment success, I offer subscribers a money-back guarantee. If you are not completely satisfied with your subscription, I will refund your full annual subscription fee (see: money-back guarantee). The observations and ideas contained within AlphaReturns.com are for subscribers to implement at their sole discretion. I hope that the newsletter will help guide your path toward investment success and peace of mind!
Sincerely,
Daniel R. Shore