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Investment Advice
Stocks - Real Estate - Portfolio Management
SEC Registered Investment Advisor - I hold a Series 65 license and I offer one-on-one investment advice to a limited number of clients on a fee basis. More importantly, I spend a lot of time in the field . . . behind enemy lines. You can pay the analysts a fortune for rear-view mirror analysis and spreadsheets with numbers, but that's doesn't tell you what is happening "now" and what is going to happen. The only way to discern that . . . is to go out in the field . . . behind enemy lines.
I don't charge the huge percentage of profit fees and I don't charge for anything I don't do. It's very basic. I offer portfolios for the little guy, as well as managed accounts for larger accounts. I also offer one-on-one advice and Conference Calls covering techniques, trading, stocks, sectors, etc.
If you want front line research, analysis and advice, call me. If you want rear-view mirror KaKa de Poop with a cute flower and sprig of mint, call Ivy Zelman, formerly with Credit Suisse or Dan Oppenheim, now with Credit Suisse or any of the other rear-view market mavens in the big shops. In fact, there is a room littered with the fallen factoids of fantasy. I'm sure you can hire some of the wounded for a few pennies and a piece of pie.
DISCLAIMER AND WARNING: As you can see, I like to have fun and I call it like it is. For the folks that feel I am too honest and too forthright, please put me on your National DNC (Do Not Call) List. For the folks that want to hear the truth, even when it is painful, I'm here to discuss your specifics and to share what I see and hear.
Monthly Crisis Portfolios - If you're interested in my Crisis Investment Portfolios - access to our conference calls, my comprehensive monthly report, recommendations, buys, sells, all updates, a limited number of trade alerts and free email. I offer three model portfolios for $175 per month . . . one for the little guy, one for IRAs and 401ks and one for larger accounts with more trading experience. I will add additional portfolios as clients request them and they are a fit. Right now I am considering an options portfolio and a paired trade portfolio. I'd welcome the opportunity to explain these to you. Anyone interested in the monthly option can purchase it below . . . or you can watch Cramer for free - Click Here. Let's face it, if you listened to him or the other experts, you're hurtin' right now. On the other hand if you had been shorting the builders and banks with us, you've got healthy double digit returns.
Our Basic Portfolio includes:
- Builders (shorts, longs, BKs and which ones to avoid)
- Real Estate (commercial, office, multi-family)
- REITs (our favorite shorts . . . but be careful because all REITs are not alike)
- Financials (here and abroad - who stays and who goes)
- China
- Oil & Gas
- Farm Commodities
- Metals
- General (retail, entertainment, hospitality, Google and . . . )
- And may include one or more optional option positions (higher risk, higher return, short trade).
Options Portfolio - For those of you interested in option trading, we will follow, recommend and monitor several option positions.
One Month Plan Includes: All Trading Portfolios, Full Versions of All Reports, Monthly Conference Call, All Email Updates and Trade Alerts, Conference Call Replays, Private Updates and 10 minutes of initial one-on-one advice. To ensure you receive all of our emails, clients receive a FREE email service with your secure and private domain name.
$1800 Annual Option $175 Monthly Option
- Save $300 - Purchase Now
Purchase Now
NOTE: Both of the plans above and all of the plans below include all three replays of the July 17, July 22 and August 7 Conference Calls.
One-on-One Investment Advice - If you want more interaction and more management, I offer several options. These options provide you with my time on the phone to assist you with new trading accounts, transfers, HOW TO trade as I walk you through a demo trade, trade assistance for each of my trade alerts, short and long term planning, customized portfolios, review of objectives . . . and anything you need to make sure your investment experience is sound and profitable.
The first option is at $285 where you receive the Model Portfolios and 30 minutes a month on the phone with me to discuss your personal objectives and modifications to the portfolios to fit your needs. You can use that 30 minutes over the entire month in 5 minute increments, so you can call me 6 times at 5 minutes each, or 2 times in 15 minute increments or whatever you want. There is also a 60 minute plan. The other option starts at $2,000 a month. This portfolio approach provides you with a more intensive management service for protecting and growing your assets as we move into very dire economic times. This option also includes tax and estate planning with our attorneys and CPAs. Please call me to discuss either option - Mike at 772-260-5448 - Mike@MorganFlorida.org
NOTE: All plans include the replays of the July 17th and 22nd Conference Calls and the August 7th Conference Call.
$285 - Monthly Portfolio Plus $475 - Monthly Portfolio Plus
30 Minutes One-On-One Per Month 60 Minutes One-On-One Per Month
(minimum 5 minute increments) (minimum 5 minute increments)
Plus Monthly Conference Call Plus Monthly Conference Call
Purchase Now Purchase Now
High Net Worth Individuals - I offer a comprehensive investment plan for managed portfolios of $2M or more. This plan includes tax and estate planning with our CPA firm and attorneys.
15 Minutes - If you want to pick my brain for 15 minutes, I'll offer six 15 minute blocks each week for $75 each. This will provide you with sufficient time to address a few questions and determine if you wish to purchase more of my time.
Purchase 15 Minutes Now
Hourly Rates: The first hour of my time is billed at $375. Blocks of time are available from $250 - $325 per hour. You may pre-pay for your initial one hour block with the link below. Additional hours are available in blocks with a 50 hour block for $12,500 (250p/h) or a 25 hour block for $7,375 (295p/h) or a 15 hour block at $4875 (325p/h). My open rate is billed at $375 per hour. All blocks must be used within three months of purchase. I also offer per project fees for research and field projects. If you are interested in a block of time, please contact me to discuss availability.
Purchase One Hour Now
Crisis Investing Conference Calls
We recently held three important Conference Calls. The very first, on July 17th was 3.5 hours of information. We also held a shorter call on July 22nd and another comprehensive Monthly Crisis Call on August 7th with a healthy exchange of Q&A from the 100+ participants. If you are interested in the replay links, you can purchase downloads of all three calls for $35. The download link will be emailed to you within a few hours of your purchase confirmation.
And remember, all of the replay money goes to charity for children and the homeless. One more thing, all of Mike’s charity work . . . is done anonymously. No one ever knows it is Mike. He does it through one of his websites, and if any of you want to do the right thing, you are welcome to join a very private and very discreet group. You can visit the website at www.MatthewSixFour.com - Matthew 6:2 - "So when you give to the needy, do not announce it with trumpets, as the hypocrites do in the synagogues and on the streets, to be honored by men. I tell you the truth, they have received their reward in full. (3) But when you give to the needy, do not let your left hand know what your right hand is doing, (4) so that your giving may be in secret. Then your Father, who sees what is done in secret, will reward you.
If you have what it takes, join our group. In any event, if you just want to help with the $35 for the replays - Purchase All 3 Replays NOW - $35 Total
NEXT CONFERENCE CALL – Mike will hold another conference call on Tuesday evening (September 9th) at 9:30 p.m. EDST. Discussion will concentrate on the financial markets, gold, foreign banking, stocks and sectors. Mike offers a variety of levels of service. So if you want more specific details on individual stocks and individual investment strategies he does offer one-on-one investment advice through several monthly plans. Hedge funds, mutual funds and 99% of the other Investment Advisors don’t do that because they can’t make the piles of money they make by ripping off the general public. Mike invests his client’s money as if it were his own. He invests in groups, sectors or best of breed. If you are looking for a dart board pro . . . . try Cramer or any of the other guys that put out rear-view mirror newsletters and stock picks. This is not a horse track folks.
Mike holds the calls at 9:30pm so his clients on both coasts can participate, as well as clients in Australia and Southeast Asia. This call will be moderated and OPEN to questions from anyone on the call. If you are on the shy side, and do not want to ask a live question, you can email your question before or during the call. Instead of Mike speaking for an hour in the beginning, the call will be primarily questions from callers and comments from guest speakers.
When Mike does discuss individual stocks, please remember that some of these may or may not be in client and model portfolios. When it comes to individual stocks, Mike tries to reserve most of the meat for clients, so he will not give you all the details that he learns from “Behind Enemy Lines.” That level of information is reserved for clients and the "client only conference call."
We can assure you, the September call will be another FANTASTIC call. Mike encourages comments and questions to be emailed in advance of the call to Mike@MorganFlorida.org Even though live Q&A will be on the call, advance questions will be addressed in groups, and with more time to research, the responses will be more thorough. Moreover, when we see a batch of questions in one area, we try to bring another expert on the call to address that topic.
September 9th Monthly Conference Call and Replays of July 17, July 22 and August 7 calls for just $60 -SAVE $20- Purchase Now- Only $60
September 9th Conference Call Only - Purchase Now- Only $45
Replays Only of July 17, July 22 and August 7 calls for just $45 (total)
Purchase Now- Only $35
September 9th Monthly Conference Call PLUS . . . All Trading Portfolios, Full Versions of All Reports, Monthly Conference Call, All Email Updates and Trade Alerts, All Three Conference Call Replays and Private Updates - 30 Day Plan for $175
Purchase Now – Just $175
30 Minutes of One-on-One Plus Trading Portfolios and Updates - Everything above, plus 30 minutes of one-on-one investment advice - you can use the time throughout the month in multiple calls or emails - $285
Purchase Now
60 Minutes of One-on-One Plus Trading Portfolios and Updates - Everything above, plus 60 minutes of one-on-one investment advice - you can use the time throughout the month in multiple calls or emails - $475
Purchase Now
15 Minutes - If you want to pick my brain for 15 minutes, I'll offer six 15 minute blocks each week for $75 each. This will provide you with sufficient time to address a few questions and determine if you wish to purchase more of my time.
Purchase 15 Minutes Now
Mike Morgan, J.D., RIA
772-260-5448 - Mike@MorganFlorida.org
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