WARNING: This is the best financial advisor you'll ever hire. 
TAKE CONTROL OF YOUR
INVESTMENTS
Are You Ready to GIVE your
PORTFOLIO THE ULTIMATE
EDGE
Imagine if you had the power to be a world-class money manager – where, even in times of severe market corrections, you were able to protect your assets from catastrophic loss… 
Furthermore, you were able to do it all automatically with total confidence in yourself due to our uncannily accurate software platform that makes it all happen.
Now, for the first time ever, it’s available to YOU – 
brought to you by the man who created it!

Dear Investor,
Are you ready to take control of your retirement assets in your stock portfolios without paying fees to an investment advisor?

Imagine being able to grow your portfolios when markets are rising and protect them when adverse conditions arise!

Think that's a fantasy?
Think again.
For over 22 years this product has been utilized by the professional advisor & money management community to do exactly this:

To participate, protect and grow assets of their clients giving them the ability to outperform many of the market indexes and metrics used by most institutional firms.

This is all done from the help of the proprietary software algorithm I developed back in the 80s and has been licensed to professional money managers and advisory firms around the country.

This software does things that no other program does.

It’s called “PortfolioXpert” – and the reason you haven’t heard of it until now is because of  “non-compete” contracts I had with institutional money mangers & brokerage firms. But those have now expired.

So at last, I’m legally able to come out with the truth about how my software can be used by individual investors…

Totally Eliminating the Need for 
Costly Money Managers!

The bottom line is this…

With my software in your hands, you can now be YOUR OWN money manager – and get BETTER results!

For instance, unlike other money management products out there, PortfolioXpert monitors each individual position within a portfolio and makes buy and sell recommendations based on the risk characteristic of each position within the portfolio. 

Utilizing a sophisticated software engine PortfolioXpert evaluates over 10 million data points every day on over 16,000 financial symbols. The algorithms deploy a set of proprietary metrics to generate buy and sell information on each individual position it monitors on your behalf.

The sophisticated allocation portfolio model utilizes something called (DPH) Dynamic Profit Harvesting. This process causes an acceleration of the equity in your accounts during positive growth periods in the markets. While always monitoring and adjusting for potential risk or changes in market trends.

You simply go by what the software tells you to do!
PortfolioXpert takes all the emotion and guess-work OUT of the investing equation. And as you may know, THAT is the one thing that separates the winners from the losers.
CONTROL YOUR FINANCIAL DESTINY 
PortfolioXpert
Features
  • A cutting edge money management and investment software suite that utilizes a proprietary Advance-and-Protect strategy
  • Actively tracks over 16,000+ financial instruments including equities, ETFs, and mutual funds from all major U.S. markets and exchanges
  • Utilizes a sophisticated software engine that monitors price, pressure, and momentum, along with other proprietary metrics, to generate buy and sell information on each individual portfolio position it monitors
  • Provides specific buy and sell recommendations on each investment positions the system monitors, back-tests its recommendation history, and provides a self-assessment of the effectiveness of its recommendations
  • Monitors investments on a sector-level basis providing an effective top-down research platform for monitoring industry trends
  • Dynamic Profit Harvesting process triggers an acceleration in equity growth by taking profits on existing positions and repositioning them into new positions with high probability of success.
Read This Before 
Going ANY Further

The Unfortunate Realities of The Investment Advisory World 

Many investors use an archaic 68-year-old theory called modern portfolio theory. 

This encompasses a strategy that many have heard about which is diversification. 

When extreme volatility and risk emerges in the markets all assets become correlated at 100%. 

Meaning, that your portfolios are going to go down virtually the same as the general markets.

The PortfolioXpert investment process utilizes an automated adaptive response to volatility. 
When times of extreme risk emerge our process will protect the assets and move you to cash therefore you’re not exposed to the full amount of risk in the markets.

In a world of no fee trading and fractional shares sophisticated strategies are now available to the public that even the most sophisticated investors do not have access to.

Our platform gives you the ability to build dynamic direct indexing strategies for your own personal mutual funds. Every aspect of the investment process is automated and delivered to you to help you to manage your portfolios and protect your assets.

PortfolioXpert engineers have developed a unique response to addressing environmental changes in market dynamics. Over the past two decades it has become painfully evident that traditional investment paradigm is not efficient especially in highly volatile and irrational periods.

This is never been more evident than the current collapse in prices during the Covid economic shutdown. This process was able to protect assets and quickly re-invest to participate in a sharp V-shaped recovery.

In early 2020 along with the Covid market collapse I discovered that many individual traders were interested in actually managing their retirement assets. This opened a new vision of the world realizing that most investment advisors had a mixed agenda making it difficult for them to deliver the exact process that I intended for the individual investor. 

By delivering a fully automated management process it now puts the power into your hands and as we know the old adage "no one cares about your money more than you do", applies.

So if you are starting out and do not a strategy in mind we have over 40 prebuilt strategies that you can choose from utilizing ETF’s, mutual funds, and individual securities. But this unique piece of software also gives you the ability to create, back test, validate your own strategies before you implement them into the real world.

You choose the increment of time and strategy that you want to use whether it’s short-term, intermediate or long-term; or a combination of all of the above. The strategy will fully automate when to buy and sell, how much to buy and sell, and how much to have in cash at any time to participate and protect your assets no matter what the environment.

This product focus is on helping the little guy; individual or family that has 200,000 or more investable assets. This process will eliminate the constant sucking of fees on your accounts drawing down your potential returns on your accounts.

PortfolioXpert goes far beyond the outdated “buy and hold quotes stock strategy. 

Rather we use a quantitative and dynamic process, therefor, giving you the ability to utilize this with your online trading environment to manage and protect your assets.

This fully automated strategy creates and manages your individual portfolios with a self-learning algorithmic strategy aiming at capturing above market upside returns while limiting the downside capture ratio.
This process has been used by institutional clients, endowments, foundations, ultra high net worth individuals, registered investment advisors and many more for over 20 years.

Now it is available to the individual that wants to take control of their money and manage the risk while participating in appreciation when markets are in a trending mode.

The strategy is a highly technical, highly sophisticated and quantitative trading program that looks to be risk adverse by actively managing portfolios.
From The Desk Of Robert Kendall
Scottsdale, AZ
Don't Just Take Our Word For It...
See What Others Have Said About Their Experience!
Take A Sneak Peek Inside...
PORTFOLIOXPERT
You might already know my name because I’ve been making my system available to financial institutions and top independent advisors for the past 22 years.

I’m not a newcomer, far from it.

When I first created my system back in 1984 – and steadily perfected it over the following years – I worked for a major institution and quickly became a “Top 100” producer out of 5,000 in our company.

I had my process to thank for it. So I never looked back.

As you know, for the majority of investors, managing money is very tough. 
Almost impossible! 

That’s why nearly everybody defaults to the “easy way out” of basically being a passive buy-and-hold investor.

However, going that route is inevitably disappointing and demoralizing, as You have no control over anything. 

You’re at the mercy of the market.

Back in the ’80s, I knew there had to be a better way.

Computers were becoming available to the common man – and I was among the first to get an Apple II and start using it for systematic trading. 

As an early adopter, I used the computer and advanced math to remove emotion from all my investment decisions.

The results soon followed – and they impressed everyone. I shared my system with a major firm, and I published a newsletter that soon had over 40,000 subscribers.

Financial magazines started writing articles about me and my software system. One reviewer said it was impossible to pigeonhole – and he’d never seen anything like it.

Nobody had. Even to this day – to my complete surprise – no one has duplicated or copied my software. 
This is your defining moment.
The decision is now.
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