Here at The Successful Investor Inc., we believe in transparency and accountability. We dedicate ourselves to delivering responsible investing ideas and independent financial advice in an easy-to-read format. While all investments involve some risk, our investing philosophy is designed to help you reduce that risk.

The Successful Investor Inc., owner of, is affiliated by common ownership with Successful Investor Wealth Management Inc., a fee-based portfolio manager (not a broker) that manages investor portfolios and pooled funds.

Opinions and information presented on and in Successful Investor Inc. publications are not guaranteed. Some recommendations are bound to prove disappointing, so it’s essential to balance your holdings across the five main sectors of the economy, and to invest with the long term in mind. Past performance is no guarantee of future performance. For overall portfolio direction, consult a personal financial advisor.

Our Stock Pickers Digest publication zeroes in on the aggressive end of the conservative-aggressive investment spectrum. It is not intended as a guide to your entire investment portfolio, only the aggressive portion of it.

Clients and employees of Successful Investor Wealth Management Inc., or The Successful Investor Inc., may hold securities recommended or discussed on or in Successful Investor Inc. publications.