Background Behind the Top Ranked Investment Newsletter
For over 15 years I was a Financial Advisor and Vice President of Investments for two of the most respected firms on Wall Street.
While in this position I learned that the quickest and easiest way to lose money for my clients (and myself) was to follow the advice of investment firms and their research departments… to purchase or sell securities based on their recommendations.
Sadly, this is probably not a surprising statement, as over the last several years the public has learned about the vast conflicts of interest that continue to be inherent on the “street”. These conflicts make it very difficult for the average person to make money with their financial advisor.
What I discovered…
This environment forced me to learn how to analyze companies and to do real research… to develop strong relationships, proprietary screens, technical analysis, identify industry momentum, and most importantly, to personally get to know the managements of exciting growth companies.
"Kip's VRA financial newsletter is a MUST read for every saavy investor in this country. Disregard it at your own peril. His mantra is my mantra: Buy Gold and China. Sell short on pretty much everything else. Kip Herriage's newsletter is my financial Bible."
--Wayne Allyn Root
2008 Libertarian Vice Presidential candidate
Author, "The Conscience of a Libertarian"
To be specific, I am speaking primarily about small and mid-cap companies, although a large cap is added if the situation warrants it. However, investing in small to mid-cap stocks is where the real potential lies. It is companies of this size, with market caps of $100 Million to $1 Billion or so, where investors can make realmoney in the stock market. By real money, I mean annualizing over 50-100% per year. Sound aggressive…sound too good to be true? Well, it is aggressive, but it is also completely possible….that’s why the majority of people invest in the markets….they want the opportunity to increase their net worth dramatically while having a measured degree of risk. It’s all about risk vs. reward. This is exactly what the “Vertical Research Advisory” (VRA) provides.
So, how is this accomplished, and “How do we select our stocks”? A significant amount of research has been done over the last 20 years in order to perfect the system of stock selection…and the research is extensive. After a company has been selected as an interesting possibility (we speak with hundreds of company insiders and industry experts each year), we then begin a two-pronged approach. While we are speaking and meeting with the company’s top insiders, we are also researching their competitors, carefully analyzing SEC filings, and using proprietary fundamental and technical screens. This approach allows us to uncover companies that fly under the radar screen of most Wall Street analysts (who operate to a large degree based by what the company will pay in investment banking fees) and mutual fund managers. Ideally, we enter a stock 1-3 months before it is “discovered” by Wall Street and the global markets. Members are updated on a regular basis with news, proprietary analysis, or a rating change on recommended companies.
What you need to do…
Once we recommend a stock, you will want to purchase shares in the company ASAP. The timing is crucial and it is important that you have established a brokerage account, (ideally an online brokerage account) such as Etrade, Ameritrade, Fidelity, Schwab, etc… an online account that you have control over, and one that features low fees and strong account capabilities.
It is also very important that you have proper account management and diversification. Please remember to take equal positions in each stock, and to never “load the boat” or put all of your eggs into one basket. Smart diversification is likely the most important theme of successful investors, so please keep this in mind.
We invite you to join our exclusive club… one in which the membership will remain small in order for us to spend our time and resources focusing on selecting the best young companies for your investment dollars. The initial fee for the VRA is $3995.00 USD, followed by an annual fee of $795.00 USD.
Importantly, subscribers to the newsletter are not allowed to share the VRA with non-subscribers.
We look forward to working with you and assisting you in making the kinds of annual returns that you’ve always known existed…you’ve just never been in a position to find out about the companies until they have already doubled in price, or more.
With the Vertical Research Advisory, you will be on the inside looking out. It is the only way to consistently make serious money in the markets.
Editor: Vertical Research Advisory, LLC
For Educational Use Only
The information on this website solely reflects an analysis of or opinion about market trends or conditions by the writer. Under no circumstances should any content or materials on this website be used, interpreted as or deemed to be a recommendation to any investor or category of investors to purchase, sell or hold any security, or an offer or a solicitation of an offer to buy, sell, or issue any interest, securities or instruments of any issuer. Offers can be made only where lawful under applicable law and in compliance with all securities and other laws. Any investment decisions must in all cases be made by the reader or by his or her investment adviser. The writer will not respond to requests for investment advice. Nothing contained on this website is intended as a solicitation for business of any kind or for investment in the writer's business. VRA and its authors may, from time to time, hold positions in securities mentioned in this publication, and may buy or sell shares in the future.
The views expressed on this website are solely those of the writers whose articles works appear on this site and do not necessarily reflect the views of VRA, or of any other person or entity except where expressly indicated.