Lloyd Williams

Ever wonder why the Harvard and Yale Endowments substantially outperform the markets, advisors, and investors? They use a Counter Intuitive approach to investing. This 2009 book Ivy Portfolio explains the process used by Harvard and Yale. To learn how to apply similar Counter Intuitive processes that can easily be used by advisors and their clients register now for the upcoming workshop.

Additional Reading

How Harvard and Yale Beat the Market - by Matthew Tuttle

Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment - by David Swensen

Foundation & Endowment Investing: Philosophies and Strategies of Top Investors and Institutions - by Lawrence E. Kochard and Cathleen M. Ritterreiser

The Endowment Model of Investing: Return, Risk and Diversification - by Martin L. Liebowitz, Anthony Bova and P. Brett Hammond

Most investors and advisors pursue alpha (performance) and the result is beta (risk/volatility). We should pursue the reduction of beta and the result would be alpha. If you don’t lose money you don’t have to make as much to get it back. A single significant loss like 1987, 1990, 1997, 2001, 2008 can eliminate all the performance of the proceeding years.

If you would like to reduce beta and achieve true alpha register for the upcoming Counter Intuitive Investing Workshop. For more information click here.

Investments are not the only area where the “old truths” can turn out to be myths. The following is from an article by Doug Copp.

“TRIANGLE OF LIFE”

My name is Doug Copp. I am the Rescue Chief and Disaster Manager of the American Rescue Team International (ARTI), the world’s most experienced rescue team. The information in this article will save lives in an earthquake. continue reading…

Click on the link below to listen to the Free Conference Call Introducing Counter Intuitive Investing.

Audio Link

Download more information here.

$200 Discount for November registration
$100 discount for December registration

Register Now

8-Week Conference Call Workshop Series

Did you have negative returns in 2008? Do you want to protect your client’s assets from future market volatility? Would you like to better manage the risk in your portfolios? Learn the Counter Intuitive Investing process that can help you avoid the large declines in stocks by using Relative Strength and Point & Figure Charting. Today’s technology puts you back in control of your practice and gives you the ability to protect your client’s assets.

Dates: Fridays starting January 8, 2010 for 8 weeks
Time: 11:00-12:30 pm Eastern

To register for the workshop download registration form here and fax to 309-294-5519.

Advantages for your team:

• No travel expenses
• Entire team can participate
• Actionable ideas
• Twelve hours of material for less cost than a single consulting call
• Easy to implement
• Weekly feedback
• Email access to Lloyd during the eight weeks
• FREE 8-wk access to DorseyWright.com & SIACharts.com during the workshop

Outline:

• Build a Counter Intuitive Practice in Today’s Marketplace
• Powerful Risk Management Tools: Relative Strength and Point & Figure Charting
• Prepare Prospects & Clients for Counter Intuitive Investing
• Create Unlimited Trust and Introductions
• Present a Unique Counter Intuitive Solution
• Handle Questions and Objections
• Be a Catalyst for Positive Change in the Lives of Clients
• Build and Manage a Counter Intuitive Team

The eight weeks will allow you to gradually incorporate these concepts into your practice. For half the price of an airline ticket you and your entire team can participate in the Workshop and apply it to your practice.

What Previous Attendees Said:

“Just thought you’d like to know that the three IA’s who are working through your Counter Intuitive Investing program are more engaged and excited than I have seen them in their careers! They have the confidence and conviction that is infectious. One described it as “what he has been waiting for all his career”. They are excited to roll this out to clients and have no doubt that, along with the Relationship Conversation, they have the best offering in the city! I wish we could get all 37 IA’s this excited and engaged.” - DS – Branch Manager

“A quantum leap forward! I have been in the business for over 7 years now. In March I became a monthly coaching client of Lloyds, and since have joined the Counter Intuitive conference call series. As a technical analyst fan, I was ecstatic that Lloyd brought forward the system presented in the series. It makes sense, it is straight forward, and you can customize it to your own style. Once again Lloyd has provided massive value for my clients, my team, my business and my own personal goals. Nothing feels better than having crystal clear clarity for the operation of your business. Imagine building and running your business day to day and having the bandwidth to focus on what matters most; all the while having a system to manage your participation in the markets - which you do not have any control over. I highly recommend Lloyd’s series for anyone who is committed to making a step forward.” - SB

“I cannot say enough about the great help you have provided my team in terms of stressing the importance of the “Client Relationship”. However, your recent emphasis, via the Conference Call Workshop Series, dealing with the “Financial Relationship” has been awesome! I wish I knew this material long ago!” - DH

“We continue to be incredibly excited about the coaching, conference calls and the Point & Figure process you are introducing us to! Thank you.” - JR

“Great program, by the way! I am moving to change the way that I run my business and inherently the way we manage the risk of client investments. I do so agree that these times require new tools. Your program is very useful to me thus far!!” - PM

“Good class and we have at least one new item to add this week to help us to the next bigger step, thank you.” - DB

“This process is helping me answer some of the nagging questions my clients or I have had over the years, which were thrown into sharp relief in 2008. I can’t see myself being limited only to traditional asset allocation and fundamental strategies for the future.” - LK

Sign up to participate in what many are calling the “most valuable workshop in my career.”

Discounts available for early registration.

REGISTER NOW

Are you prepared for the increased volatility of the next decade. During my career 1984-1999 the market enjoyed an unprecedented rise. Despite the volatility of the single largest one-day decline in the history of the market and two other volatile years the sixteen year bull market was extraordinary. In 1995, I stated that the following decade would be substantially more volatile that the 80’s and 90’s.

The decade from 2000 has proved to be one of the most volatile in history. An investor in the S&P 500 on January 1, 2000 has yet to break even. I am stating here that the next two decades will be even more volatile than this one. The reasons are globalization, communication, and technology.

Globalization will increase the breadth and depth of the markets. This is good and bad. At times the different markets are trading in contrast to each other and diversification can reduce risk and increase opportunity. But in times of crisis they trade in tandem leaving no safe haven and increasing the risk and volatility.

Communications will allow information to speed around the globe and technology will allow for faster response. This would seem to be good, but it requires a quicker response to changes. When decisions are forced without adequate thought, there is an over reaction that increased volatility.

Are you prepared for this increased volatility?

- Were your accounts up last year?

- Are you prepared for increased volatility in the markets?

- Do you know where to go if stocks are unattractive?

- Can you protect your portfolios during the next correction?

…If you answered NO to any of these questions…

Participate in the upcoming Conference Call Workshop.

For sixteen years we had no down years, few down quarters, retired every client early, and received hundreds of introductions each year. How this was acomplished has never been presented in public before. Even as a coaching or workshop client we focused our time on team infrastructure and building a deeper client relationship.

For the less than the cost of a one hour consulting call, your entire team can participate in 15 hours of instruction on how we actually managed our clients money.

NOTE: Our unique solution was NOT managed money.

You will want to participate in these calls.

REGISTER NOW