Investing Accelerator Program

If you an experienced investor, but want to Improve your results with a program designed to take you to the next level, step up to our Investing Accelerator Program.   We will build upon our holistic investing approach with expert understanding of financial statements, use of options to enhance our returns, and a deeper dive in technical analysis.

After Our Flagship Investing Accelerator Program, You Will:


Starting with our holistic investing approach, this course will give you even better tools to successfully invest in any type of business, in any stage of its lifecycle, using the appropriate analysis methods and style.


Boost your returns, select your entry points, and get paid while you wait using the same secret techniques that pros like Warren Buffet utilize.


Use advance technical analysis to better judge the timeliness of a particular investment.  Incemental improvements in your returns will build generational wealth.


Optionally enroll in our Mastermind program, and build a support network of like-minded seasoned investors.   Investing can be a lonely journey; you will connect with investing colleagues who can offer you support, ideas, and engagement that will enhance your investing career.



Set Your Mindset for Success

Successful investor investors have mastered their mindset, and you can too. Assess your investing personality, know your wealth target (your “Financial Freedom Number”), and ensure that emotions do not get in your way.  Get readyto accelerate your investment journey!


Quantitative Analysis: Focus on Financials

Understanding the financials of a business is the first step in Wealth Angels investing.  We will take you through a deep dive of the three financial statements, dig into ratio analysis and forensics.  Different business types will require different focus in our analysis, and you will be prepared for all of them.


The Soft Side: Qualitative Analysis

Key factors to consider in investing are not always numerical.  We will teach you how to look at qualitative factors, which are often more important than quantitative analysis.  Quality of management, competitive advantage, industy outlook, corporate culture, and more are vital considerations when assessing a business.


Price Matters: Valuation and Technical Analysis

Learn how to use both absolute and relative valuation techniques to determine if the business is over-valued or under-valued.  Apply technical analysis to understand the psychology of the market for any given business.  Ensure that you pay the right price for your shares.

“Price is what you pay, value is what you get”  — Warren Buffet


Options 101: Using Calls and Puts to Enhance your Success

Use option strategies to optimize your entry or exit prices, receive income while you wait for your price, and get additional income from portfolio positions.


Tools and Resources

Discover readily-available tools to enhance your analysis:

  • Screen for great businesses based upon their financials
  • Dig into qualitative factors
  • Compare results with competitors
  • Determine fair value from various sources
  • Track your portfolio
  • Get our guidance on which sources are reliable in the wild and wooly world of financial advice

Who This Course Is and Is not for

Who This Course is Not For

Who This Course is For

You are happy with low returns in your portfolio.

You do not have the time and commitment to put the effort to learn the right way to invest.

You are looking for penny stock, cryptocurrency or trading alerts.

You are looking to “get rich quick” and expecting stock recommendations.

You want to learn the foundations of personal finances before start investing.

You are sick and tired of paying financial advisor’s fees and commissions for low returns.

You want to understand how to choose great businesses and become a holistic investor.

You are ready to take control of your finances and life.

You want to master the art and science of investing.