Volatility Managed Portfolios Exploratory Discussion

Volatility Managed Portfolios Exploratory Discussion

Introduction to the VPM program begins with an Exploratory Discussion. The Exploratory Discussion is designed to allow us to get to meet each other. You have an opportunity to ask questions, discuss your thoughts, ideas and get to know us. In turn, we will get to know you, your interests and goals and what you are trying to achieve.


The VMP program Exploratory Discussion is an open discussion and introduction. There is absolutely no cost or obligation.


Exploratory Discussion:

  • General discussion with a VPM portfolio manager.
  • Explore your wants, needs, past experiences, beliefs, concerns and future goals.
  • Discuss the VMP programís services and fee structure
  • Make decision about continuing to the next stage:

The VPM program Introductory Process.


Those who may be looking for new investment manager, or a second opinion, will benefit from participating the Volatility Managed Portfolios Introductory Process.


Volatility Managed Portfolios program


Introductory Process

The Managed Volatility Portfolios program Introductory Process consists of a working session with a VPM program portfolio manager. You will learn about many of the revolutionary breakthroughs utilized by VPM and discussed in our book, INVESTOR REVOLUTION. For example, we will discuss how our Portfolio Thermostat can be used to help manage volatility and risk within your personal comfort range.


Volatility Managed Portfolios program


Introductory Process

  • Discuss revolutionary developments in investment and risk management.
  • Participate in the VMP program customized Investor Education process.
  • Learn about the Portfolio Thermostat risk management system and how the process can potentially benefit from volatility and Bear markets.
  • Discuss and evaluate the VMP programís model portfolios.
  • Discuss how the Volatility Managed Portfolio program can be used to help achieve a successful long term investment management program.

Even those participants, who learned they were not a fit the VMP program, have found our Introductory Process to be a valuable learning experience. Again, there is no cost or obligation for VPMís Exploratory Discussion or Introductory process.


Please contact us to schedule your appointment for your Exploratory Discussion. Clicking here or call 317.732.2075.