Dear Fellow Investor,

As you may know, I’ve been helping Canadian investors achieve their financial goals for over 25 years.

Over that time, through boom and bust, my proven investing system, based on the value investing principles pioneered by the legendary Ben Graham, has consistently generated strong returns.

My long track record of investment success speaks for itself: No less than the Wall Street Journal spotlighted me as one of only 4 investment advisors who made money for their clients “over the long haul.” Under the headline “Ben Graham with a twist,” Forbes magazine perfectly captured my investment approach when it referred to me as “an investment tortoise [who] has beaten a lot of glamorous investment hares with a purposeful plod … perfected over almost 5 decades.”

You may have read about me in the newspaper, or seen me on television. You may even be a subscriber to one of my newsletters. Or maybe you’ve been following my daily updates on TSI Network.

Regardless, I would like to tell you about a unique opportunity to go beyond my investment advisories and benefit from my advice directly.

As you may have heard, I offer professional portfolio management services to a small group of investors. My portfolio management service is called Successful Investor Wealth Management Inc. It is an affiliate of The Successful Investor Inc. (I own 100% of both companies, but keep them separate for regulatory reasons.)

Today, I would like to invite you to join this select group.

Most of my clients are long-time readers. Some started reading and acting on my advice when I was writing The Investment Reporter (1974-1994). Others have been referred by other portfolio management clients.

Some of my clients have little interest or experience in investments. Others are successful investors who prefer to devote their time to other uses, such as working in a business or profession, travelling or spending time with their families. Some clients simply want to arrange matters so that their families will have competent financial management when they can no longer provide it.

If you think this kind of personal, one-on-one investment approach might be for you, please read on to see how you can start benefiting from my portfolio management services right away…

When you become a Successful Investor Wealth Management client, you get a personal, one-of-a-kind service based on my proven, time-tested approach to investing.

When you hire me and my team to manage your investments for you, we employ the same 3 value-investing principles that have formed the core of my investment philosophy for my entire career:

Value investing principle #1: We put your money in high-quality investments. These are mainly well-established companies that have a history of earnings, if not dividends, plus sound balance sheets and other factors that tend to help a company survive unexpected setbacks.

Value investing principle #2: We spread your money out across most, if not all, of the 5 main sectors of the economy – Manufacturing & Industry, Resources & Commodities, the Consumer sector, Finance and Utilities. By using this approach, we increase the odds that the stronger stocks in your portfolio will tend to offset, if not overwhelm, the weaker ones.

Value investing principle #3: We avoid stocks that are in the broker/media limelight. Investors can build up unrealistic expectations when stocks spend time in that limelight. When broker/media favourites fail to live up to those expectations, they drop much further than they would have if they had been less widely followed.

As long as you remain a client, we’ll keep a watchful eye over your investments. At all times, we’ll make sure your holdings are appropriate for your personal circumstances and goals. Backed by my in-house team of investment experts, I personally approve every transaction made in your account.

Plus, using these 3 value-investing principles, we’ll work to protect your money during periods of market turbulence, and help you profit when the market rises.

To learn more, simply complete and submit the form on this web page or call Toll-Free: 1-888-292-0296. If you live in the Toronto area, please call 416-756-0888.

Now let me show you what else you get when you become a Successful Investor Wealth Management client…

As a professional portfolio management service client you’ll also enjoy three additional benefits:

Professional portfolio management benefit #1: For starters, I do all the buying and selling in your portfolio for you — so you don’t have to worry about properly following the buy and sell signals in my investment advisories. Nor do you have to be concerned that you may have waited too long to buy or sell after receiving a particular issue.

Professional portfolio management benefit #2: I’m able to customize your portfolio to meet your specific investment goals and financial situation — something I can’t do in my investment advisories. Plus, as I’ve mentioned, while my expert staff does handle portfolio details, I personally approve every transaction made in your account.

Professional portfolio management benefit #3: It’s a great time saver. Rather than spending your time studying my stock recommendations, deciding how many shares to buy and calling your broker, you can leave it all safely in my hands while you concentrate on more important things.

This personalized approach is possible because I have deliberately kept my portfolio management business small — strictly limiting the number of clients I take on. This way I’ll have the time to get personally acquainted with your investment needs.

Plus, I’ll manage your portfolio using the same value investing principles used in my various investment advisories – the very principles that aim to keep you ahead of the market in good times and protect your money in bad times.

For the most part, your money will be invested in the well-established, dividend-paying Canadian and U.S. stocks we analyze in our investment advisories. And it will be spread out across most, if not all, of the five primary economic sectors, depending on your objectives.

The convenience and comfort of everything in one easy-to-understand report

At the end of every quarter you’ll get a report that includes my Successful Investor Portfolio Spreadsheet. With this report in hand, you’ll know exactly how your money is broken up between stocks, cash and fixed-return investments.

Plus your report will show you which of the five economic sectors each of your stocks are in. And each stock is clearly rated according to our six quality ratings. At a glance, you see how your portfolio is divided according to risk level and sector. You always know where you stand.

As I mentioned, I have deliberately kept the number of clients for this service quite small. However, right now I’m able to take on several additional clients — but once those spots are taken I can’t promise to accept any more. That’s the only way I can preserve the personal nature of the service.

To get started, simply complete and submit the above form or call Toll-Free: 1-888-292-0296. If you live in the Toronto area, please call 416-756-0888.

During the consultation, we’ll ask you about your investment objectives and carefully explain our investment philosophy and strategy.

I believe our portfolio management services will pay for themselves many times over in higher profit and lower risk. You’ll also enjoy the comfort of knowing you have a professional investment manager working for you who has decades of experience. Plus, I’m backed by an in-house team of experts and am free of a broker’s conflict of interest.

If you think our portfolio management services may be right for you, I urge you to contact us today. As I mentioned, I am able to take on several additional clients, but once those spots are full, I can’t promise I’ll be able to accept any more.

Don’t miss out on this unique opportunity to profit. Simply complete and submit the form above or call for a consultation today.

Wishing you a great return on your investments,

Pat McKeough,
Founder and President
Successful Investor Wealth Management Inc.

P.S. By the way, I’m not a broker, so when I manage your account I don’t make a dime in commissions — nor do I get any kind of kickback from a broker. All of our income comes from a small management fee on the portfolios we manage. Our fee is much lower than what you would pay on a typical mutual fund. Plus, unlike the fees you currently pay on your mutual funds, you may be able to deduct our fee for income tax purposes. Simply complete and submit the form above or call 1-888-292-0296 today to learn more.