It all begins with an idea…
In the 30+ years building and managing a successful investment advisory firm, I found myself constantly searching for an investment solution that seemed to be a unicorn: the solution must be logical, repeatable and BETTER than the existing buy-and-hold solutions that permeate the advisory industry.
My experiences from 1989-2019 exposed to me many interesting ideas, many brilliant people with incredible minds and countless “new solutions” to help solve the riddle of making investing better – or safer – or less expensive – or easier for people to understand… but NOTHING proved to ALWAYS work!
Through it all, I found motivation in a quote:
If a law does not work even in one place where it ought to, it is just wrong. - Richard Feynman
This was an ongoing annoyance, as every single concept I came across could never deliver a “guaranteed”, repeatable, successful result. There was always an assumption that “this will work because… well we think it should”.
The industry’s solutions seemed to get more complex, more expensive, more restrictive and failed to deliver better outcomes “all the time”. None of them were provable and, obviously, none could deliver guaranteed success. There was always a black swan event that would upset the playing field and throw everyone for a loop.
Nothing was scientific! Nothing was provable! Every solution seemed to be different from firm to firm and client to client, yet I will tell you that EVERY client is exactly the same: “I want to make as much as I can without losing anything!”
So, if everyone has the same goals, why isn’t there a “solution” that works like a prescription? If my child and I both go the doctor with the same illness, the doctor (generally) prescribes the same medicine for both of us - just in DIFFERENT AMOUNTS. The same medicine will cure each of us, but I’ll need more because I’m twice the size of my child. The SAME MEDICINE, usually at the SAME PRICE, with the SAME EXPECTED RESULT.
Thus, every investor has the SAME GOAL. The ONLY PARAMETER DIFFERENCE is SIZE… SO WHY DON’T INVESTMENTS WORK THE SAME WAY?
I researched many, many solutions from all across the investing spectrum, and I found out that they were all essentially the same product. That made sense because they all evaluate the same past history and the results are supposedly factual. How they interpret what to do next is what is SO CRAZY!
THEY ALL GUESS WHAT TO INVEST IN AND THEY HOPE THAT THEIR RECOMMENDED MIX WORKS!
Now, what’s even CRAZIER? They CHARGE MORE for the “CURE” based on SIZE? Is there more effort involved in providing the CORRECT SOLUTION based on SIZE OF ACCOUNT? THE ANSWER IS OBVIOUSLY NO!
Eventually, I pieced together seemingly uncorrelated concepts and figured out how to reset the game.
I wanted a solution that:
Lowered risk WITHOUT lowering or limiting potential returns.
Clearly states “worst case scenarios”.
If I could do those two things, the cost was almost irrelevant. But, if I could lower costs as well? - EVEN BETTER.
You have been told that it is IMPOSSIBLE to:
Do all of those things SIMPLY.
Reduce Risk without reducing potential returns.
Show what would happen to YOUR portfolio in the future.
Smart Structure’s Investment Model does all three!
Think Captain Kirk in the Kobayashi Maru test. He didn’t “solve” their problem, he changed their game.
By changing how I looked at the “problem”, I was able to draw on my many experiences – over a long career – to create a STRUCTURAL MODEL that ALWAYS performed as expected… it had to: It is BASED ON AND DEFINED BY MATH and it’s fixed STRUCTURE defines YOUR desired outcome. No more “one size fits all”.
We don’t know what the future holds, but our model delivers “UNLIMITED UPSIDE” and clearly defines your “WORST CASE SCENARIO”, (which YOU specifically defined). When you CLEARLY understand your model, you DON’T FEAR volatility.
Our patent pending “one-pager” lets you tweak YOUR specific model, clearly understanding how it will work in ALL markets.
The model always work, as it evaluates and exploits market inefficiencies at that moment and then LOCKS IN a successful structure to exploit those inefficiencies.
Essentially, we move you move from being the gambler — to being the Casino… and the Casino always wins over time, the math proves it.
If you understand and agree with this equation:
X + (Any Positive Number) > X
then we can prove it to you too.