Time to Take your Investment Portfolio
to the Next Level.
What You’ll Get From Our
Coaching & Consulting
T. Erik Conley
Former Head of Equity Trading at Northern Trust in Chicago. While at Northern, he developed leading-edge trading algorithms and helped his portfolio managers invest $90 billion of institutional and private client assets.
He was directly involved in portfolio planning and design, helping the managers tailor their portfolios to fit the unique needs and objectives of each client.
Northern Trust required a minimum of $5 million to take on a new client. As a result, this "white glove" advice was not available to everyday investors. Now that he has his own business, Erik is no longer bound by this constraint. The advice and counsel he gives to current clients is of the same high quality that was previously only available to wealthy individuals and institutions.
Erik loves what he does, and it shows in the extra effort he gives to each new client. Why not give him a try? Personal, one-to-one coaching & consulting plans start as low as $500. Read more below.
This Coaching Package is for You if...
All you want is an expert second opinion about your current portfolio. I look for weak or problem holdings in your portfolio, as well as any mismatch between your objectives and your strategy.
You send me your portfolio and I will analyze it and render my opinion about how you can improve things.
This package gets right to the point and delivers only what you need without the fluff & filler.
SECOND OPINION
Includes one consulting sessions and a written summary report.
This Coaching Package is for You if...
You want to drill down into the way your portfolio is structured, and find out how you can improve it.
Your portfolio must be in tune with your objectives and decision style, and this package addresses those issues.
Full Audit
Includes two consulting sessions and a written audit report.
This Coaching Package is for You if...
You are not satisfied with the way your portfolio is performing and you want to make some significant changes. You might even want to start over from square one.
This in-depth package affords you the time and attention to go deep into the portfolio design process.
Sometimes you just have to admit that things aren't working and it's time to tear down your existing portfolio design and start fresh.
Major Overhaul
Includes three consulting sessions and a detailed action plan.
Why my clients love my
Coaching & Consulting
Here are a few samples of the kind of feedback I get when I close a case.
Julie Adams
Math teacher
I knew very little about investing, and Erik took the extra time I needed to get caught up. I highly recommend his coaching.
Allison Dumat
Dental assistant
Thanks for all your help. I really liked the way you used examples of what other people like me (just starting out) have done with their portfolios.
Shaun Parker
Network administrator
At first I didn't understand all the jargon, but as soon as you picked up on that, you shifted into a lower gear until I could get caught up. Thanks for your patience and great advice.
Frequently Asked Questions
If you're not sure how much time you need to get your portfolio the way you want it, just sign up for the second opinion. If you need more time than that gives you, you can use your credit towards the next highest package.
Alternatively, you could hire me as a consultant and take as much or as little time as you need. I charge for my actual time, so there is nothing wasted.
Each session lasts 60 minutes, unless you request two sessions of 30 minutes each.
I usually have another session booked after yours, so we would have to end after the hour. In most cases we can finish the material via email, or at our next session if we have one scheduled.
Since I charge for my time, you have the option of requesting an extra session or half session if you feel you need it.
As long as you give me 24 hours notice, there is no charge for a cancellation or postponement. If you cancel less than 24 hours in advance, or simply forget about the appointment, I charge a flat $50 for lost time.
A very long time. I started way back in the 1980s when I was given the responsibility for hiring and training traders for the equity desk at Kemper Securities.
When I became a portfolio manager in the 1990s I did the same thing with new recruits, only this time the emphasis was on portfolio design.
I first listen to your needs, objectives and circumstances. From there I make an outline of the topics that will help you the most. I try to stick to the outline, but there's plenty of room to veer off course if I think it will help you.