Endless Rise Investor Disclosure Policy
Here at Endless Rise Investor (ERI) we believe in quality, accountability and transparency when it comes to any matters of money. Each and every day, we dedicate ourselves to researching, finding and publishing high quality investing ideas and worldly financial education. When it comes to talking about stocks, we believe is vitally important that you know exactly where we are coming from. Which is why we have developed this disclosure policy to guide our communications and our overall business. All stakeholders are issued these policies are monitored on a regular basis. We call it the Elite Disclosure. We hope it helps inform you better about our operations and improve your experience. We invite you to take some time to read through it. Enjoy!
Please read ALL information very carefully.
This isn’t your typical disclaimer. And we have broken it into two separate parts.
Part 1: DISCLOSURES ABOUT OUR BUSINESS entails essential information which will help you use our information effectively while giving you a much better understanding of our underlying business. This includes the benefits as well as the inevitable limitations of our products.
Part 2: PROMOTION DETAILS contain countless research materials based on facts, financials, graphs, figures, explanations, testimonials, and other many other resources. If there are any questions related to the training and marketing materials you just viewed, Part 2 of this document will help you ascertain the information.
PART 1: DISCLOSURES ABOUT OUR BUSINESS
Investing always involves the risk of loss.
This is always the most important acknowledgement when it comes to investing in anything (especially the stock market).
And as odd as this sounds, investing is riskier when it seems the safest. This is why we have taken such unconventional strategy to conventional investing. Essentially a contrarian approach to value investing. Quite different than the rest of Wall Street.
Through personal experience, as well as years of research, we believe that our approach has great merit and provides the best chances for significant risk-adjusted returns over the long-term. Of course, past results are never indicative of future returns.
You can NEVER fully escape the fact the every investment and potential investment opportunity comes with the risk of permanent loss. And this is the same for all professionals no matter how great we do our job, how much research we do, how great the investment opportunity, or how certain we are as investors. Although investors are likely to endure short term paper loss initially because of the volatility of the stock market and our contrarian value investing philosophy; we do believe that our investments offer very small probability of real permanent losses over the long-term. Of course this doesn’t mean it may never occur.
Great investment ideas are not only rare, they are also rarely found in businesses that are heavily promoted and found at 52-week highs. Our investment risk is calculated by the probability of permanent losses over an extended period of time. In our opinion, the only way for any investor to invest in a risk-averse manner is to invest with a significant margin of safety from the underlying intrinsic value of the business.
Why would you publish your best investment ideas instead of investing in them yourself or managing a hedge fund or investment fund?
This is a great question. And I want you to understand exactly why we are willing to give these great investment ideas to you. As publishers and investors it will describe the difficulty we do face on a regular basis and how we conduct ourselves in the best interest of our newsletter subscribers and members. More important, it will show how we are properly incentivized to deliver only the best results to you. And it will set the stage for a long, happy and equitable business relationship.
We’re always dedicated to serving our subscribers and members by only publishing materials and ideas we’d want our own friends and family members to read and follow exactly. And we are totally transparent about our track record, and always think about the other person’s situation from their perspective.
It is our belief that you will be way more likely to succeed because you are taking the time to read this document. Knowing our systematic process and philosophy to investing will help you understand our approach to serving investors from all walks of life. Investing within a system allows an individual to focus intently on the objective at hand. But it also helps the individual know the limits of the system as well. Because of this, you will know much more about the risks that will undoubtedly face as investors.
The first thing to know about our business (Elite Investing Blueprint, LLC) is that we are NOT investment advisors, money manager, brokers, or fiduciaries of any kind.
Elite Investing Blueprint, LLC (parent company of Endless Rise Investor and Endless Rise Media) is a publishing company and the indicators, strategies, reports, articles, newsletters, ideas, and all other parts of our products are provided for educational and informational purposed only. Our published work is not a substitute for an experienced investment advisor, money manager, broker, or fiduciaries of any kind.
Personalized investment advice is NEVER given to individuals or other businesses under any circumstances. Nothing should be construed as personalized investment advice that appears or is said in our newsletters, reports, articles, discussion group and weekly webinars. They are simply for information and educational purposed only and what we would do for our own portfolio. They are our opinions only and not construed as advice of any kind.
Our ideas, reports, recommendations and analysis are based on public information from Securities and Exchange Commission (SEC) filings, interviews, current events, charts, graphs, corporate press releases and what we have learned through years of real world experience in the hedge fund and investment fund industry. You shouldn’t make any investment decision based solely on what you see here. As with any publication, it may contain errors or accidental omissions.
Although we believe our publications help investors from all walks of life, we urge every individual (even experienced) to consult licensed investment advisors and get as much education as possible before making investment decisions of any kind.
The regulatory environment which oversee investment advisors, money manage and other fiduciaries makes it difficult to serve both specific individuals and the general public.
This is why we have chosen to provide our research and ideas to the general public. We want to help as many people as we can. All kinds of individuals can benefit from the information that we provide to the general public.
We have chosen this route of helping the general public for a myriad of reasons. For one, the general public (Main Street) has been at a severe disadvantage against Wall Street for a number of decades. This may be a little idealistic, however this is our benefit to society. This is our chance to help level the playing field as much as possible. However, the most important reason for serving the general public is our ability to be contrarian and go against the tide. Being contrarian is usually very difficult to accomplish in the professional money management and investment advisor industry when serving investors with individualized investment advice.
Through-out time, the best investment ideas and opportunities have come about from times they were deemed “risky” and ill-timed. For example, these opportunities presented themselves in 1987, 1994, 2002 and 2008-2009. The ability to purchase high-quality businesses at attractive prices during these periods have proved to be great investments. We are forever aware that the public markets are driven by psychological factors and emotions, mainly fear and greed.
The same is true of “hiccups” from individual businesses and industries. It is during these times of “uncertainty” when individual securities or industries trade at their most attractive prices. We are always looking for these so called business “problems” or “issues” and we ascertain whether they are one-time or fixable. By conducting in-depth fundamental analysis of the underlying business, investors can produce large investment returns by purchasing businesses that other investors are “repulsed” by over the short-term.
We seek to benefit our subscribers and members by taking advantage of these opportunities. As I’ll explain later, our firm does not own any stocks, however our recommendations do track the portfolio of Lukas Neely.
The “prudent man” rule makes it quite difficult for investment fiduciaries from taking contrarian approaches (like ours) with most of their investments. This rule essentially states that they are forbidden by regulations from taking investment risks that are contrary to the public’s opinion. These regulations date back to the mid-1800s. Of course they have been updated through the years.
Essentially these rules require investment advisors to invest with the public and the herd. Fiduciaries are legally required “to observe how men of prudence, discretion, and intelligence manage their own affairs.” We do not conduct or recommend shorting of stocks, however an investment advisor would never be allowed to short stocks. Because of regulatory and legal liability concerns it makes it quite difficult for them to take a true contrarian approach to investing.
Our entire system and methodology as it relates to investing is based on contrarian strategies. And these will certainly be at odds with “conventional wisdom” and popular herd approaches to capital management.
And this all means that many of the recommendations and ideas will seem risky and unpopular. To us, this couldn’t be further from the truth.
All of our investment ideas, strategies for risk management, position sizing and portfolio management should be considered very carefully. Education and action is usually the key to success and it is no different in investing. We urge you to educate yourself about our investing system and philosophy, and about the value investing approach in general.
By taking the time to understand our beliefs and investing style and how they are likely to work over time, you can understand the mental and emotional fortitude and discipline necessary to successfully implement our strategies and ideas (yikes…holey run on sentence!). Just like anything else in life, if you don’t understand the underlying system and approach you fighting an uphill battle. This lack of understanding makes it very unlikely to succeed.
Good or bad — we are NOT responsible for your results. Just as we will NOT take credit (from performance, management or percentage of your profits fees) for Your Success, we are not liable for any of your losses.
Simply subscribing to our newsletters will not make us magically responsible for your investment results (good or bad). Any decision you make regarding investing entails risk in one form or another. You accept the complete liability of any risk you decide to take (just as any human would). It’s your money, it’s your time, and it’s your responsibility.
Of course we are well aware that our lack of fiduciary responsibility could cause you to ‘second-guess’ our work. If you decide that this is opinion, that’s fine with us. It is the route we have taken to help serve the broader market. We are but an independent, small and humble investment publishing business, and we prefer it this way. But the bottom line is, our business would disappear overnight from legal fees if we were subject to legal liability for any losses resulting from our recommendations. Thanks to the United States of America and freedom of speech we are able to provide our incredibly valuable services to people around the world.
Regardless of the source, we urge you to be critical and skeptical of all investment ideas and recommendation. And we love that type of mindset. This is a healthy type of attitude (especially when it comes to investing). And we welcome it with open arms.
Very few investment managers can take the risk of investment losses or stocks that are unpopular or stocks going down in prices. It is difficult to see that ultimately out-performance will come from investing in businesses that are unpopular or out of favor at the moment. They can’t take the possibility of losing clients from under-performance to ultimately reap the rewards of long-term out-performance and investment gains. Being free from these fiduciary responsibilities gives us the freedom and ability to operate and execute our contrarian investment strategies and ideas. So when you use our services and our newsletter remember to limit your position sizes to an appropriate amount (or an amount that you can easily afford to take paper losses over the short-term). Because of this an investor should never use leverage in the stock market. And we recommend this when making an investment on any recommendation from any source, not just our own.
I know it’s crazy, but we are human. So we do make mistakes. Sometimes our ideas and recommendations turn out to be wrong. We’re pleased to report that it’s not very often, however there is always the possibility that it does happen.
Although we have developed proprietary indicators to help pinpoint exhaustion areas for stocks in business we want to invest in long-term, our timing can be off sometimes. This can amount to paper losses. Remember we are long-term investors. Short-term paper losses are likely to occur before long-term gains are achieved.
We feel confident that, as a whole, our work is exceptionally reliable and valuable. We base this on the number of customers we have acquire and retained, as well as our own internal track records and real world experience. We doubt you will find and publisher in the financial sector that is as detailed and well-researched. And still, no published material — not even the Wall Street Journal — is published without the rare mistake. We correct our mistakes as swiftly and ethically as possible when they do occur.
We do take an unconventional viewpoint to investing in stocks and trading. It is very rare for an individual to become wealthy from only trading or investing in stocks, bonds, options, commodities, or other financial instruments.
It is our viewpoint that the Best way to become wealthy is to build your own business or being involved in creation of an existing one. We whole-heartedly support entrepreneurial efforts to endeavors that you love and things that will help change the world. We ourselves are entrepreneurs. It just so happens that we love investing and helping people achieve success in the stock market.
Our newsletters are intended to serve people that are in the process of growing their wealth by helping them invest their savings properly or people that already have a substantial amount of savings and want to continue to find quality investment ideas and achieve out-sized returns.
Why we don’t just manage money or keep the ideas for ourselves?
Simple Answer: Because it’s more fun and fulfilling to us this way!
Fee based management is the modus-operandi of most knowledgeable investors willing to share their ideas with other individual investors. Sharing investment ideas can produce considerable amounts of wealth for good investors, it doesn’t reduce returns if done properly. Fees for high-quality money managers are very high (specifically for investors that are able to pursue contrarian investment strategies). For example, Hedge Funds usually charge 2% of assets under management and at least 20% of profits. And these fees can get into the billions of dollars.
We have managed portfolios at hedge funds and investment funds before and have considered launching such a fund (with much better fee-structure). However, the cost and time of raising large amounts of capital and the regulatory burden has kept us from pursuing and executing this consideration. Because of the United States of America, and the First Amendment, we have relatively few legal burdens to publishing to the people of the world. And thanks to the internet, there are also very few capital constraints.
This low barrier to entry allows us to achieve success quickly and efficiently. We have a message to share with the world and believe that it can change people’s lives for the better. This offers the best avenue for our business model.
We grew from start-up (Lukas Neely created the ERI’s entire content, marketing, sales, and investing processes from the ground up on an iPad tablet while living in a small apartment month-to-month with his fiancée). By 2025, it is our goal to be one of the leading subscription-based financial publishers in the world (based on returns and subscribers).
Such rapid success would have been very difficult to accomplish if we decided to go the money management route.
In fact, we could boil our success down into three simple reasons: our ability to execute long-term contrarian strategies (we go where others are unwilling or won’t go), our in-depth analysis which has be fine-tuned for years in the investment industry (and continues to evolve today), and our ability to never compromise our integrity and moral compass in an industry that is constantly strained and fighting conflicts of interest. As Warren Buffett says, “It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.”
We made a simple choice: we wanted to publish our investment ideas to millions of people around the world at relatively low prices instead of sharing our ideas exclusively with a small subset of wealthy investors at a high price. To us, the decision was easy. We wanted to help any many people as we possibly could in a cost effective way. And in order for this approach and business model to be successful over the long-term, we must continue to provide large numbers of subscribers with high quality, contrarian investment ideas are reliable and profitable.
In the investment world, there will always be conflicts of interest. But we have structured our business in an effort to avoid them by making sure we are incentivized and properly aligned with our subscribers and members.
Conflicts of interest exist at all portions of the finance world. For example, Hedge Fund managers have an incredible incentive to reach for short-term gains in hopes of generating the 20% performance fees. And even worse, there is a massive fear of losing investors and assets from their fund for taking lower-risk, long-term contrarian investments. Losing these assets keeps them from earning their 2% management fees. It is no wonder that the hedge fund world is known for making the hedge funds managers wealthier…not the actual investors in the fund.
Our profits are generated almost exclusively from the subscriptions and membership newsletters we sell. This is totally by design. We want to leave no doubt why we are recommending a business for investment. There is only one reason we would recommend any investment. And this because we believe the investment offers a risk-averse investment with above average return potential over the long-term. Although the vast majority of our income comes from subscriptions, our business also generate marginal amounts of advertising revenues (insert ads and banner ads on some of our websites).
We also NEVER accept compensation (or other favors) from businesses we recommend as investment ideas. As you know, our guidelines are not the exact same as many of many of the other newsletter companies and brokers out there. Some accept compensation in the form of advertising and whose stock they recommend and cover.
We believe that the policies described within this document leave us totally free of any conflict of interest. Of course, other financial publishers will make such claims. However, it is inherently untrue. Conflicts of interest do not exist in our business because we built our business model around it this concept. And despite our best efforts, there is a conflict. And this conflict is systemically inherent within the investment community. Let me explain.
As humans we have built-in psychological tendencies with have allowed us to exist for centuries. Essentially, we are predisposed to act certain ways during times of euphoria and distress (unless you are trained otherwise or born with it).
And as humans in a publicly traded market, we have a consistent propensity to pile into the worst investments at the worst possible time because of herd mentality and popularity in the current market regardless of the underlying fundamentals.
At EIB we call this the Quandary of Investment. It’s funny and sad at the same time that we haven’t figured this out yet, but as a civilization we can decide to buy groceries and other items when they are on sale. However, when it comes to public and private securities, the investing public tend to rush into them when they’re expensive and ignore businesses when they’re cheap.
And this is not rhetoric. It has been seem throughout the history of time. The two most recent examples would be investors rushing into technology stocks in 1999-2000 and investors rushing into stocks during the housing boom of 2006-2007. Both instances saw investors lose a great proportion of their wealth because of this Quandary of Investment and rushing into the markets at the wrong time.
Conformity is at the very heart of this irrational behavior. This conformity is an emotional need of human beings and has allowed us to survive as a species for centuries. Conformity is not needed to be successful in investing. In fact, the complete opposite may be true.
We wish we could predict the next euphoric moment that the herd will hold onto next (heck, we could be in one right now). However, we do know that when this time does occur it could prove to be quite profitable to write about and invest in business that the crowd want’s to own because everyone is talking about the. Even if the fundamentals don’t justify it. As a publishing newsletter, there is a conflict of interest and financial incentive for us to help inflate a supposed bubble because that is what the crowd demands and it is what everyone else is doing.
The temptation to sell the public the information it wants even if it’s not in their best interest, is a conflict that isn’t just unique to financial publishers. Many forms of media face this conflict. It is no wonder that you will see newspaper and magazine covers touting the bubble and how great the market is for investing during market tops.
Wouldn’t it be nice if there was a way for us to avoid this potential pitfall?
Well, this is why we focus our efforts on proven contrarian strategies over the long-term. Proper portfolio allocation and risk-management techniques can also prevent us from being caught up in the euphoria of the public investment markets as they will surely occur over the course of multiple market cycles.
The actual structure of our company helps us to minimize the temptation to “follow the herd” in the short term. Renewal sales, new sales and sales to existing customers drive all of our profits. We typically market to new customers with minimal profit (sometimes at a loss). This allows us to build a bigger business and reach more potential subscribers who are in need of our ability and services. This means we are unlikely to succeed at our business if our subscribers and members choose to not renew in large numbers. Thus our long-term success is aligned with the interests of our subscribers.
In the financial publishing industry, we believe we have a unique long-term strategy.
Obviously, we acknowledge that no financial business is completely exempt from all conflict of interests. Just as there is risk in any investment decision you make.
The current mood of the public is always important in knowing how to sell anything to the market. Thus begins fine line of wanting to motivate, persuade, captivate and sell to the general public to get our message out to the world. We always tell our subscribers to check out our most recent newsletters and ideas while also consulting with an advisor prior to making any investment decision.
In addition, our marketing pieces and sales letters and training should not be relied upon completely in making your investment decisions. These publications are there to help sell our research products and newsletters. Our newsletters will provide fuller analysis of the risks and rewards in determining potential investment.
We also offer an incredibly generous refund policy if you should need it.
We are an incredibly friendly organization. And I know that is contrary to many financial organizations. You always have the opportunity to tell us how we’ve failed you, so you can get your money back. If we cannot meet your expectations, we have no desire to keep a single penny from any subscriber that thinks he/she has been misled or disappointed by any of our products.
Our Free 14-Day Trials and 30-day guarantee reflects how confident we are in our process and system. We have complete confidence in our products. Our goal is to never publish anything that our family wouldn’t was to use and follow over the long-term.
Because we are long-term investors, our basic philosophy is you have the complete right to you money back if you don’t like it for the first 30 days. However, we do understand that our investment ideas may or may not perform within the first 30 day period (probably won’t perform in that short a time period). When you purchase from us and become part of the family, you must take a long-term viewpoint to investing. It will take more than 30 days to achieve investment success. This policy ensures that you will execute this long-term strategy.
And of course if we don’t continue to provide great investment ideas, you won’t renew and at that point we don’t deserve your business and your money. But we doubt this will happen. Also, we only pay sales commissions to affiliates on a post-refund basis, so there is no reason to mislead anyone. There is virtually zero financial risk to try our products as you get to know us better.
Subscribers may also request a sample issue (usually out-of-date information from previous issues). You can you this to evaluate for yourselves at any time the incredible value and potential for long-term, outsized returns.
We cannot fathom a reasonable person being upset or disappointed by our inclination to give refund, subscription extension or credit. We always want to part as friends with everyone we come into contact with and this policy has kept us on the correct side of every situation. In our years of operations, we’ve never been subject to any Federal Trade Commission investigation or inquiry. And we have never had a serious disagreement with a subscriber, member, partner or employee.
We’ve always been pleased with our ability to please our subscribers and members. And we know that it is virtually impossible to circumvent every possible misunderstanding and making everyone pleased all the time. We strive to continue forward in our goal of being among the best in the industry with regards to the highest renewal rates in the industry. Our reputation and our trustworthiness for delivering valuable investment ideas, and the continuing of that reputation is our highest goal.
Why a business model based on subscriptions?
Subscription based services comprise the majority of our products offered to the public. The SEC has provided what’s called the “publisher’s exemption” from certain securities laws.
This doesn’t mean we write whatever we want. You must have integrity when writing about financial matters. Because of this exemption it means we aren’t required to be licensed by the SEC. We have the ability to publish freely because of this rule and we are very thankful for it. We believe this rule is critical in allowing publishers like us to provide contrarian strategies and investment ideas, which registered investment advisors find difficult to give.
We must be a “bona fide’ publisher in order to qualify for exemption from the securities licensing. And under law, a publisher is defined as offering commentary to the public on a regular schedule via subscription. We don’t see one-off reports. We provide commentary and ideas on a consistent monthly basis on the first Thursday of every month. These guidelines give us accountability and structure as a publisher. Of course if we don’t live up to these standards, our subscribers and members have the complete right to ask for a refund. We provide exceptional value for our subscribers and members. We would want it no other way, and it’s exactly how we would want it if the roles were reversed.
Our tracks records. And how they are calculated?
Newsletters are very difficult to track on a whole as there is system or organization that evaluates them on a consistent basis. There is usually no precise starting point or ending point, so you should always take the track records of newsletter with a grain of salt. Always check the track records and the background of the portfolio manager and editors since there is no real audit of the portfolio.
The size and number of positions grows over time as the letter adds ideas and recommendations. This makes it quite difficult to track and compare to the like of a mutual fund or stock index.
Most newsletters take the average annual return of each investment idea and the average holding period. This is how they give you their tracking and annualized return, which is only an approximation of what you may have return if you followed the ideas in the newsletter. As you can see, this is far from precise. It doesn’t account for taxes, commissions for trades or slippage.
At Endless Rise Investor we do things a little differently. We believe that any newsletter that does not include a model portfolio is not telling the whole story. And is essentially a “coop-out” for not attempting to outperform the market.
Having great investment ideas is one part of the equation. Having the right temperament and ability to manage a portfolio corrects is the rest of the equation. Because of our belief we have tracked our investment ideas in a model portfolio as if it was a real portfolio. This means employing correct positioning sizing and opportune trading when opportunities do arise. In fact, it tracks the portfolio that Lukas Neely manages for his family.
In addition to taking into account brokerage commissions and slippage, we track each investment at the price that sent via email for the real-time trade alerts for each member for the model portfolio. This gives us better precision with regards to the tracking of overall portfolio. We keep track of the return for each individual idea, however we also track the model portfolio which we provide for our members as well. The model portfolio is not individual advice, it is only an example of how we manage our real portfolio. Every decision is your own, and you do so at your own risk. The model portfolio is only there to help you if you choose to use it. This is a model portfolio and it may or may not be completely representative of the model portfolios actual results (but it will give you a better understanding and precision).
So here is the issue with track records and the reliance on them at all times.
If you do the research, you will see that there is not one mutual fund that is four or five star rated, that hasn’t had periods of under-performance (sometimes disastrous results short-term). We tell investors that our strategy is likely to under-perform during periods of market euphoria. And we are willing to run counter to the herd and under-perform over the short-term in order to outperform long-term.
We have always maintained the belief that we would rather investors, subscribers and members, than lose them money. If investors are unable to remain patient and steadfast in a risk-averse contrarian strategy we are more than willing to help them find the right place for them.
All of our investment ideas are based on a long-term fundamental approach to security analysis. Over the years we have developed a preference for the underlying fundamentals of a business. It is our belief that a business is likely to hover around business intrinsic value over time. This is why we conduct our in-depth fundamental analysis in hopes of finding business that are at a significant divergence between current market price and the intrinsic value of the business. We believe to be most powerful over anything else when valuing and investing in the stock market. If we are right about the business, everything else becomes secondary.
With this said, we do overlay and integrate our proprietary timing indicator and trading system to our investment ideas. However each investment is made based on a significant divergence from the business’s intrinsic value.
No investment strategy (or manager) can execute consistently market beating advice at all times throughout multiple market cycles. We do use contrarian strategies but our efforts are designed to help you perform under any market condition (of course this may not be the case).
Our publications maintain a track records. We post open positions on the membership site and they are all printed in each newsletter issue. All of the back issues are also available on the membership site. Each newsletter that includes a recommendation will allow you see for yourself how we analyze each investment idea and recommendation. You can see how our newsletter has performed in that past which represents our efforts to be as transparent as possible throughout this entire process.
In addition, our founder, Lukas Neely, personally reviews each idea and portfolio management decision at the end of every year. He will give a brief synopsis of decisions and grade it accordingly. This acts as a check on ourselves, but it also acts as a potential opportunity to get better and learn from successes and failures alike.
In this report, he will publish the recommendations from the past year, the percentage of winners, average returns, average annualized returns and days held. This is another layer of transparency to help our subscribers, members and potential members make rational opinions about what to expect from our publication.
Remember, past performance is no guarantee of future results. And results will most certainly vary. You could make much more or much less using the recommendation and ideas that we publish. In providing as much transparency about our results and our process and system, we essentially let the readers and subscribers decide for themselves how to best use the resources we provide.
Finding and publishing risk-averse investments ideas with above average return characteristics is the best thing we can provide for our subscribers and members.
You will not become rich overnight and no investment newsletter will do this for you either. This doesn’t mean you cannot grow your wealth substantially over time using a contrarian risk-averse investment strategy. Most of your success as an investor will be determined by your focus on risk and investment in high quality business at great prices. Risk avoidance is just as important, if not more important than capital appreciation potential. By taking care of the downside, the upside should take care of itself.
We only want committed investors that want to grow their wealth long-term. If that is not you, please do not purchase our newsletter publication.
Investors Communicating With Each Other
Endless Rise Investor is a company that helps investors learn and teach from other investors. Most financial publications do not allow their writers, editors and owners to own stocks. However, ERI is different. We not only permit it, but we also encourage our writers and staff to invest in common stocks right along with our newsletter members and subscribers.
Why do we do it this way? Well, there are a couple of reasons…
First, long-term ownership of stock is the most effective way to create wealth. We strongly believe this and we always be part of the way we think and act. The stock market has compounded 8% annual returns over the last century. We would never keep anyone, let alone ourselves, from potentially making these types of returns. That would be just plain mean. We believe investing and money management is a lifelong endeavor so we would never close off that route for our employees and ourselves.
Second, and more important, we aren’t just journalists and editors of an investment newsletter, but rather we are investors ourselves. We have worked at hedge funds and investment funds and continue to work in the financial industry. The only way to REALLY know and understand our subscribers and members is to make sure we are feeling exactly what they are feeling. How can you really recommend investment ideas if you are not investing yourself?
Third, investing alongside of our subscribers and members is the only way we know of to make sure we are completely incentivized to invest in only best and greatest investment ideas. We hate losing money. By investing in our recommendation and ideas, you know that we are putting our own money on the line because we really believe in the investment long-term.
Just as much as we are investors ourselves, we consider ourselves communicators and teachers of financial matters. It’s a critical part of what we do to provide incredible service to all our subscribers and members — from our online site at ValueInvestorConfidential.com, to our investment books, to our blog at EndlessRiseInvestor.com, to our newsletters and portfolio services.
As a company, we care about individuals growing their wealth. Because of this, we employ every way possible to teach people of all walks of life about investing and how its proper application can grow your their wealth long-term. As a result, the ability to manage our own money is crucial to us learning more about businesses and how to invest in the right types of businesses. Seriously, who could write better about investing than someone who is actually putting their own money on the line?
Endless Rise Investor provides valuable content in both free and paid mediums. Stock recommendations are provided in our premium newsletter services and actually hold some of these shares in our own portfolios. Lukas Neely hold each recommendation in his own portfolio. Of course, in both the free and paid content we will always disclose whether the author is invested in any stock that is mentioned.
Integrity and transparency are the very foundation of Endless Rise Investor. As such, please see the key parts of The Elite Investing Blueprint’s disclosure policy:
Once again, we are not investment advisors. We are all adults and we are all capable of making decisions for ourselves. Our content is for informational and educational purposes only.
Every writer discloses whether or not they have a position in any stock that is mentioned at the end of the article. Affiliates of Elite Investing Blueprint may provide investment advice and investment products. These may even recommend or hold securities mentioned in our publications. Elite Investing Blueprint has no knowledge of any affiliates’ holdings and/or any recommendation. In addition, affiliates or its personnel have no knowledge of any content before it is published.
All employees and stakeholders are required to abide by our own trading restrictions and guidelines. This is in addition to the above disclosure requirements. Here are the restrictions:
* Must hold stock they own for at least 14 days. This is to ensure that we don’t fall prey to day trading. (Like we would want to do that anyway!)
* Must notify management every time they buy or sell a stock, regardless of whether they have written about it.
* Employees of ERI are not allowed to purchase any new recommendation for at least 48 hours after the recommendation.
Elite Investing Blueprint is privately owned by Lukas Neely. We are headquartered in Fort Lauderdale, Florida.
Business and Technology Partners
We have an ever-changing assortment of companies, including banks, tech vendors, data providers, distribution channels, advertisers, accountants and law firms. Some are public, some are not. There could be instances in which one on our recommendations is of a business with whom we have a business relationship, or even could be a company we wrote an article about. These are merely coincidences and no bearing on our opinion of the underlying fundamentals and legitimacy of the investment.
It would take too much space to list all the businesses in which we do business with, however below are some of our major partners. Of course, we ill update this periodically, but we also acknowledge that it will be difficult to keep pace with the rate of change with partners that provide the best value for us and you as a member or subscriber.
News, Quotes, Data, and Content Providers
Our major providers include Google, Morningstar and Multi-Charts.
Major Service Providers or Other Partners
Interactive Brokers, Clickfunnels, Stripe and Webinar Jam.
PART 2: PROMOTION DETAILS
As you have seen, our promotions do display published testimonials. These are testimonials of real subscribers that we received from letters, emails, and other feedback. These results are not made up and we do not pay for testimonials. That would be immoral and unethical.
We are aware that financial information is personal and sensitive. Because of this we may change the name to protect their privacy and identity if they so wish. It is important to weigh testimonials and reviews when assessing whether to purchase our newsletter and whether you could attain comparable results.
Even if we publish testimonials with financial information, please note that we do not ask for copies of brokerage account statements. So these figures are not independently audited and verified. We only publish this information to show that results are possible and attainable. And recognize that we publish certain testimonials because of how sensational the results have been and could be extremely atypical. And past performance is no guarantee of future results.
You could potentially have results similar to testimonials, but it is unlikely. We wouldn’t recommend expecting such outstanding results with your own investing. Your results could be worse, but they could be better as well. Either way, you should never assume you will produce out-sized investment returns (especially initially). Investing cautiously while reading our information and paying attention to risk management will serve you well over the long-term.
Elite Investment Blueprint Newsletter has been published monthly since May 2014.
Value Investor Confidential has been published monthly since February 2015.
We have designed these disclosures, details and guidelines to be equitable for everyone: subscriber, members and employees. Remember, any time you receive investment information, either here at Elite Investing Blueprint or elsewhere, is not a ‘set-in-stone’ recommendation. It is an idea for further research and consideration. Even the most “iron-clad” disclosure and guideline policy in the universe, never excuses one from taking responsibility for one’s own actions. Financial success entails independent research, rational and logical thought, and use your own brain.
Please feel free to contact us at [email protected] for any feedback or additional comments on this information. Or call 202-631-9460.
Facts, Figures, Resources and Full Testimonials
If you have any questions or want more information about any marketing material please see below.
Or please feel free to contact us at [email protected] for any feedback or additional comments on this information. Or call 202-631-9460.
Last updated November 25, 2014.