I've been talking about this for a long time, and I'm happy to report some exciting updates. We've:

  • changed the company name to ValueAligned Partners to better reflect what we do and why it matters so much,
  • launched a new website that clearly spells out why the typical mutual-fund approach is fraught with conflicts of interest and unacceptable costs and risks, and
  • started a campaign to educate as many people as possible about a process that Wall Street has made unnecessarily complicated.

Please check out our new site and let me know what you think! www.valuealigned.com

 

Also, please spread the word and invite your friends and family (and their financial advisors, too!) to attend a brief, but educational webinar titled "The Pitfalls of Mutual Funds: Why Your Retirement Dream Could Become a Nightmare."

 

Just pick your time, click on the link below to register, and follow the prompts.

You will be stunned by what actually happens to your money within mutual funds.

 

There are two main points to learn:

  1. I will show you all the major problems with mutual fund investing that work against you, and
  2. I'll demonstrate how an individual investor no longer needs mutual funds. You should instead invest directly into stocks of great companies.

That's how the rich people do it, and because of technology, now we regular people can do it too.

 

This concept is revolutionary to the Wall Street status quo. As individuals take charge of their investments, an unimaginable fortune in fees, about $100 billion per year currently funneled toward large investment institutions, will instead remain in everyone's own pockets. I will show you how to join this revolution so you don't run out of money in retirement.

 

Thanks so much for all of your support all these years. I really appreciate it!

 

David Berkowitz

 

Value Aligned Partners
125 Half Mile Road
Suite 200
Red Bank, NJ 07701

Phone: 732-800-2375
Fax: 732-933-2601