You are the hero in our story
WE LEAD AND LIVE BY OUR VALUES
ZERO HOURS WORK WEEK
We strive for teaching our students and giving our clients the most up-to-date portfolio building options through effective methods. Our dynamic curriculum has been refined and optimized over the last ten years by our founding members-a team of seasoned investors and real world business buyers.
WE AREN’T FOR EVERYONE
We are different and we like it that way – but some people simply don’t. We have a quirky sense of humor – – we’re a little more personal – we’re a little less formal – and we march to the beat of our own drum. If that bugs you, hey, no hard feelings.
But if you don’t mind or you are like us too —
You’re always welcome to join us!
WE ARE HERE FOR YOU
We have a website but we don’t hide behind it. We try to make ourselves available to you in the way you prefer to communicate. We do our best to talk to you by phone, text, email or whichever way you like to talk.
RELATIONSHIPS BUILT ON TRUST
We do a lot to build your trust because we know your trust in us in the most important part of our relationship between us and you. For that we reason we are very open and honest with good news or bad we will always be honest with you. Because you are family.
A NEVER EVER ENDING STANDARD OF EXCELLENCE
We never stop looking for ways to improve our service and how we deliver you the information you want and need. We strive for continuous improvement, remembering that even small changes add up.
MONEY IS NOT THE MOST IMPORTANT THING IN LIFE
We realize money isn’t the most important thing in life but it is important to have financial security so you can focus on the things in your life that truly are important. Along with the belief that everything is possible – we also believe that everyone matters. That is why we are passionate about your short and long term financial goals and retirement health.
HAPPINESS IS HELPING EACH OTHER
Our happiness comes from helping you reach your goals and dreams. We focus 100% on giving you an experience that is far above an online course. With a personal touch that’s customized to fit your lifestyle and desires.
MORE THAN A CUSTOMERS
We try not to have customers, or clients, or prospects. We try to have new friends, old friends, family and partners in this never-ending journey.
All of our philosophies and culture is based on treating you like we would treat our best friend.
That means we care about you and will always try to do what’s best for you in your life beyond this one transaction. We aspire to be human.
Great people doing great things. We are passionate about your success!
Alex has been active real estate and small business investor since 2009. He has purchased more than 40+ businesses for himself and his clients with a total value of more than 56 million dollars. He lives in Los Angeles and Rome with his wife Marta and dog Neko.
Stephen has been an active investor since 2015. He holds 7 portfolio investments that provides him with more than $200,000 per year investment income. He specializes in no money down portfolio transactions. He lives in Los Angeles & San Francisco and enjoys taking 3 month vacations.
Debbie started with us in 2018. She has completed deals exceeding 10 million dollars with investment income of more than $125,300 in 2018. Debbie lives in Los Angeles with her husband Patrick. She is the glue that keeps everything running.
You should be here
We are a small team and we need help. We have a great coarse that we are passionate about and we’re looking for a few amazing people who can help us with all the moving parts.