Our 20:20 Vision

Our purpose is to create a professional digitally-based investment letter service for self-directed investors and institutional players with the aim of providing innovative actionable ideas in both mainstream and alternative finance investments based on the knowledge and experience the firm’s team have gained from managing money and writing about investing the past four decades.

Our desire is to share our institutional know-how in an affordable manner with the next generation of DIY investors who are growing day by day. The advent of technology, new financial products, regulatory changes and pension reform mean individuals rapidly have the need but thankfully also the ability to take responsibility for their own investing decisions. This requires knowledge and experience, which only comes with time. Time most don’t have. Many DIY investors are extremely savvy but due to time restraints of jobs, family and leisure, individuals need a trusted source of expertise. We are that source.

Every week there’s another story about how funds, either ‘managed’ or ‘passive tracker’ are being used by investors for gains in the stock market, these are usually partnered with research to show how ‘managed’ funds are opaque, costly and not as managed as one would think, and how ‘tracker’ funds can beat managed by simply tracking an index for less cost and easier implementation. We sit above both these options, offering a fixed, transparent cost in a yearly subscription that beats a tracker fund by democratising investment management. Our writers manage their own money and the money of wealthy individuals, they then distill this knowledge into a monthly newsletter, so you can better manage your money along the same lines. Simple and clear with you always in control of your investments and costs.