719-539-2068
406 W Hwy 50, Salida, CO 81201

Fund Investor’s Schoolhouse

1302 G St
Salida, CO 81201

phone: 719-207-4324

email: Richard@Fundschoolhouse.org
website: www.FundSchoolhouse.org

More people invest in mutual funds than any other investment product. As practiced by the vast majority of non-professional individual investors, investing, for them, means investing in mutual funds.

However, while mutual funds are a popular and relatively simple investing vehicle, many individual investors lack the financial know-how, are time-challenged, and suffer from information overload. As a consequence, numerous academic and professional studies show, unfortunately, that the average investor has a relatively low level of investment literacy. As a consequence, their returns are most often considerably below those provided by the markets’ investment benchmarks.

For individuals, there are a number of ways for solving this dilemma. The Schoolhouse’s response is to use “actionable-education,” which means preparing an investor with the know-how to create an investment portfolio that is easy-to-understand, low-cost, high-quality, and good for the long-term. For details on how this type of investing can be accomplished, go to the next section, the Schoolhouse Solution.

A professional lifetime, over 40 years, in and around financial markets has given me the opportunity to absorb a huge dose of experience and expertise about the investment process. I don’t manage people’s money. I teach them how to do that for themselves. Through the Schoolhouse, I’d like to share my investing know-how with those individuals who want to become knowledgeable mutual fund investors.