Introducing The Investing Concierge

The Investing Concierge is for those who have reached the conviction that investing their money for the long run is the way to go, but don't know where to start or have some knowledge gaps. We are here to help them get this done in a cheap and simple manner.

You will receive a welcome email (check your spam folder) confirming your purchase and will have the chance to select a suitable time for your introductory virtual call. We will also ask you to fill some simple forms to get to know you better ahead of our call.

Absolutely! Passive investing has no boundaries. Our service is applicable regardless of where you live.

It's all up to you. We just require some basic information to help us understand your situation better. Our service is about making sure you understand how to invest on your own. So you don't have to share financial details. Of course, if you already have a portfolio and would like our guidance on how to align it to passive investing, we're happy to have a look. In case you're investing for retirement, some financial information will be required.

Absolutely! We aim for you to have the confidence to contact us freely whenever you have queries, without worrying about being charged. Nonetheless, it's important not to take advantage of this. The success of The Investing Concierge relies on our clients valuing our approach. We want you to reach out if you need to support within the scope of the investing routine we designed for you. Please respect our time by avoiding frequent 50-minute appointments every few months. If you're reaching out weekly or bi-weekly and requesting monthly sessions, we'll simply refund your money.

People looking to learn how to trade cryptocurrencies, forex, read charts, analyze companies, and learn financial theory. In line with our belief, we don't advocate any of this, and we don't aim to overwhelm you with unnecessary financial jargon and theories.

No, we don't do this. The whole purpose of The Investing Concierge is to coach you how to do it yourself.  We do not sell investment products. And those who offer to invest your money on your behalf will most probably ask for a variable incentive fee as well as an annual % management fee of your portfolio value, which will cannibalize your returns. 

No, we don't trade and we don't believe in stock picking.   

At Investment Concierge, our philosophy revolves around the proven strategy of passive investing. We believe in simplicity and the power of long-term commitment. Instead of engaging in active trading or attempting to beat the market by picking individual stocks, we advocate for a passive approach centered on index investing. Besides, almost 70% of active investors underperform the market each year (just google it). The passive investing strategy is grounded in over a century of historical data, demonstrating its effectiveness in generating consistent returns over time. 

By aligning your investments with the broad market indexes, we help you benefit from the inherent growth potential of the market while avoiding unnecessary risks and fees associated with active management. It's about staying the course, remaining disciplined, and trusting in the power of time and compounding returns to work in your favor. 

There will occasionally be cases where people buy our service and misunderstand how we can help them or are not a match for our guidance.  We send their money back and let them know that we cannot help them. 

Our service fee includes all you need to know to start investing and unlimited consultations related to our service for 1 year. Members who wish to continue having access to our guidance (as well as other free webinars and benefits on the topic) can do so after their 1-year anniversary with us for a small subscription fee per month, cancellable any time. Once you purchase the initial plan, you will get an email reminder offering you the option to subscribe closer to the end of your first year.

All our coaching sessions happen virtually at a time of your choice.

The coaching calls vary from 30 min to 45 min, whereas your unlimited consultations are 15 min long.

You'll have the chance to book unlimited 15 min consultations for the rest of your remaining 1 year period after your last coaching session. We'll send you an email which includes a link to schedule your consultation appointments.

No we don't. You need to hire a tax advisor for that. Tax obligations remain your responsibility.

No. Our only sources of income are the service fee and the optional monthly subscription after 1 year of service.