Since 2010, The Investor’s Strategist Newsletter has been the ultimate monthly guide to asset allocation and fund selection that every investor needs to know to build long-term wealth.
The Investor's Strategist Newsletter focuses on:
We execute our investing strategy by cutting through the financial noise and focusing on the indicators that truly matter when it comes to making investment decisions.
Each monthly issue provides market analysis and access to four (4) model portfolios.
Our subscribers enjoy an easy, time efficient reading of current market conditions, and specific portfolio changes when needed.
The Investor’s Strategist Newsletter provides a straight forward assessment of the market to help you build long-term wealth.
Over the years I have been a client of a few financial advisors and have subscribed to various investment newsletters. Although I am capable of making sound financial investments on my own, I do not have the time in my schedule to follow the day to day market changes. After subscribing to The Investor's Strategist newsletter, I have found that they have a good pulse on market conditions and are there to successfully guide you through the ups and downs of today's volatile market.Dr. P., Massachusetts ❞
The Investor's Strategist Newsletter is a focused read that helps filter out a lot of the industry noise and provides a well heeled second opinion on asset allocation and fund selection. It has an independent perspective with specific investment directions.Ted Huffman, Huffman Financial, New York ❞
The Investor's Strategist Newsletter four model portfolios are constructed to provide investors seeking aggressive, growth, balanced and income objectives with a tactical approach to investing consisting primarily of mutual funds and exchange-traded funds (ETFs).
This portfolio is best suited for aggressive long-term investors willing to accept higher volatility in the pursuit of potentially higher returns over a full market cycle.
This portfolio is suited for investors with a long-term investment time horizon willing to tolerate above average risk and volatility with the goal of achieving above-average growth of principal.
This portfolio is designed with a combination of equity and fixed-income securities providing the potential for growth of a portion of the capital over time, with a commensurate allocation to fixed-income securities to provide a current income stream.
This portfolio is designed for those seeking above-average income with the goal of being more tactical and opportunistic in taking advantage of market conditions. The expectation for higher income over a full market cycle will be accompanied by a higher risk profile. This portfolio may include income-producing equities in addition to traditional fixed income holdings.
Tim McMullan
James Cook
Tim McFadden
The editors of The editors of The Investor's Strategist Newsletter are Tim McMullan, James Cook and Timothy McFadden, who combined have more than 90 years of investment experience. They have grown and managed billion-dollar money management operations. The editors also have worked at some of the largest companies including GE Private Asset Management, Inc. and well-known Wall Street firms.
The Investor's Strategist LLC., The Investor's Strategist and theinvestorsstrategist.com (together, "we") are committed to protecting and respecting the privacy and security of our customers. This Privacy Policy is based on the principles of notice, choice and security in the use of all information we collect regarding our customers and their activities with us.
By using theinvestorsstrategist.com, you signify your acceptance of our Privacy Policy. If you do not agree to this Privacy Policy, do not use this web site.
COLLECTION OF INFORMATION
Personally identifiable information
We do not collect or store any personally-identifiable information about you unless you have knowingly and willingly provided such information, through subscribing, registering at theinvestorsstrategist.com, or otherwise using our products and services.
We gather information about site usage, including statistics on unique visits, referring URLs, repeat visits and page views. This information is gathered to monitor and improve the use and satisfaction of the site, but is tracked by IP address and is not associated with your personal information.
From time to time we invite users to provide information via surveys or contests. Participation in these surveys or contests is completely voluntary, and users therefore have a choice whether to disclose requested contact or demographic information.
Cookies and other electronic images
We use cookies and other electronic images (such as transparent gifs or pixels) on this site for several reasons, including:
Information gathered through the use of cookies and other electronic images is used to continuously improve the site and users' experience with it. Other than information that facilitates your use and navigation of the site, it is not identified with you personally.
In addition, when we send HTML-formatted e-mail messages, we may include single-pixel GIFs to determine which e-mail messages were opened and/or acted upon.
Partners, Sponsors and Links
This site may provide links to third-party websites, including those of our business partners. These independent sites have their own privacy and information collection practices. We have no responsibility or liability for these independent policies, and encourage you review the sites' privacy policies to understand how they might collect and use personally identifiable information.
Minors
We operate our sites in compliance with the Children's Online Privacy Protection Act and will not knowingly collect or use personally-identifiable information from anyone under 13 years of age. In the event that we learn we have collected any personal information from a child under the age of 13 without verification of parental consent, we will delete that information from our database as quickly as possible.
USE OF INFORMATION
Customer Communication
We use personally-identifiable information that you give us to communicate with you about important product updates or information and provide you with requested products and services.
New Products and Services
We compile and use relevant information, personally-identifiable or not, so that we may design, customize, and offer to you new products and services from The Investor's Strategist or its affiliates that may be of interest. While we will only offer to you new products and services we believe you will truly value, you may "opt-out" of receiving such communications from us, as described below under "Customer Choice".
Partners
On occasion, we will partner with third parties for marketing purposes to provide special offers, products or services to you. We may share (provide and receive) personally-identifiable offline and online contact information with such bona fide partners, holding them to the same privacy standards detailed here. While we will carefully screen all such offers, products and services and believe they will be of interest to you, you will be able to "opt-out" of receiving such third-party communications, as described below under "Customer Choice".
We do not share credit card or payment information with such third parties. We may otherwise disclose your personal information only as required by applicable law or regulatory authority, or in response to legal process to protect our rights and property, or to protect the safety of our users or others.
Business Transactions
As our business continues to develop and grow, we may enter transactions to buy or sell certain assets. In such transactions, customer information is generally one of the transferred business assets to which the purchasing company will have full access and rights of use.
Security
We take the security of your personal information very seriously and are constantly improving our efforts to protect it. We use encryption methods so that each transaction takes place in the most secure environment possible. Encryption is the method by which your personal information, such as your credit card number, is scrambled and encoded while traveling through cyberspace. Once it has safely reached our secure internal environment, we decode the information to complete your transaction. We store information you provide us on our secure servers. Access to all of our users' information is restricted only to company representatives who need the information to perform a specific job (for example, a billing clerk or a customer service representative).
No electronic communication over the Internet, however, can be guaranteed to be completely secure. Though we take great care to protect your personal information, we cannot ensure or warrant the security of any information that you submit to us, and you do so at your own risk. We do not share your credit card number with other parties, other than those involved with the administration of your subscription.
You can take steps to secure your personal information, for example, by maintaining the secrecy of your passwords and/or account information. Also, when you are finished at theinvestorsstrategist.com, sign off and close your browser window. This helps ensure that someone cannot pose as you online, which is especially important if you are at a computer accessible to others, such as in a library, a school or your office.
Customer Choice
By using our site, you agree to receive all communication directly related to your already-purchased products or services. In addition, we're always looking for ways to serve you better, including, from time to time, offering you new products and services that we believe you will find valuable.
Privacy Policy Changes
We may change this policy statement at any time, but will notify you in advance of any material changes. Your continued use means that you accept any new or modified terms and conditions. You agree to indemnify and hold us harmless from any actions, claims, proceedings, or liabilities arising out of your violation of these terms and conditions.
Updated January 2023