Services
Investing mentoring and training
For people who want 1-on-1 consultation and mentoring on investing with the AIM system (Automatic Investment Management, as first developed by Robert Lichello and then improved by me with the addition of Long Term Options or LEAPS), I provide this service in person (if you are in San Antonio, Texas, USA) or if you wish for me to visit you in person.
Thanks to our technologies today like email, phone, Skype, or Zoom you can also benefit from my 30+ years of successful investing with AIM. I offer a monthly AIM newsletter for AIM-savvy investors. Dozens of subscribers have shared their stories of how it has been a profitable investing AIM newsletter subscription for them.
If you have been looking for ways to apply AIM investing for your portfolio, you may have found tools like an AIM trading platform. If you are comfortable using someone else's software program to make stress-free trades for your investing future, that's good for you. I have found that even though AIM shows you how to scientifically buy low, sell high, and earn profits it still is both a science and an art. If I can't calculate my buy and sell trades in a simple spreadsheet then I won't do it for myself - or recommend it for my clients!
With you as my client, you will benefit from my experience of 30+ years using AIM successfully. You will learn which companies to select for investing with AIM and LEAPS based on your particular situation and goals. I will walk you through the steps to make your first Limit Buy orders. If you are not yet authorized to invest in long term options I will help you with that process too.
You will have my help to calculate your next buy and sell information ahead of time, then placing those Limit Orders so that they happen automatically when those prices are reached.
With you as my client, I will be watching your LEAPS for you on a continuous basis as a mentor. If you don't contact me first to tell me about your trade I will contact you to ask if it happened. Then we will learn and adjust as needed, including updating your spreadsheets with your latest trade and calculating the next buy and sell values.
At the end of every month I will send you a spreadsheet for each company you own so you can view your complete portfolio information and confirm it matches your own spreadsheet and your brokerage account.
My system will always tell you the right amount to buy or sell (or hold). I have also developed Bear strategies to ensure you buy at the lowest prices when the market is going down. (This is another tailored strategy you can't get from a generic AIM trading platform.)
You can make good profits in both Bull and Bear markets because I will tell you to buy Calls when the market is bullish and Puts when the market is bearish. These are clearly explained in my original book which I will send you for free if you ask.
As my client you will also receive my monthly AIM newsletter. Every issue will give you an AIM Tip of the Month, an investing website recommendation, a book review, and monthly updates to several portfolios I "paper trade" every month. This newsletter is a $150 / year value. It is the longest running newsletter on AIM investing in the world - over 25 years and running! Actually it is the ONLY ongoing newsletter focused on AIM investors that I'm aware of. Look at my testimonials that will prove it is a very profitable investing subscription for AIM-ers around the world.
Likewise, I am the only person in the world (to my knowledge) who has decided to continue the amazing work of Robert Lichello and is helping people 1-on-1 to become successful AIM investors. With my personal help I treat you like a friend. You will have attention and care that you can't get from any AIM software trading platform. The truth is, AIM with LEAPS is both an art and a science. Now that I am enjoying a happy and comfortable retirement thanks to AIM, my goal is to help others do the same. I hope my services will help you.
Sincerely, Jeff
PS - any questions, please feel free to contact us.
"Jeff, your service is well worth the money (hell of a lot more as a matter of fact). Thank you for your special treatment of me." -- Walt McG., US Air Force Colonel (retired)
