“Not knowing what they are doing” has cost DIY investors $200Bn+ over the last 20 years.
The Average US Equity Fund Investor’s performance trails the S&P500 by over 3.5% annually over the last 20 years(almost 50% underperformance!)*Sign Up for LIVE DEMO
Our courses are eligible for CFP Continuing Education Credit.
Acclaimed author, Erik Kobayashi-Solomon, transforms students into institutional-caliber investors. Spend 30 minutes with Erik to learn how you can measurably improve your investing returns while putting less capital at risk.
Every Mon & Thurs at 8:30 p.m. CST. Our courses are eligible for CFP Continuing Education Credit.
The IOI Path teaches you to invest with institutional-caliber skills for better, more repeatable results. Our methodology has doubled index returns while putting less capital at risk.
Gain access to IOI’s FREE and timely, proprietary investment research and commentary
IOI’S Coursework teaches basic market understanding, valuation and advanced investment structuring
Become expert through practice and MENTORING from IOI Principals and Community
Make more sound investment decisions by understanding your own motives and biases as well as those of other important market participants.
Learn a proven, focused and repeatable investment valuation and analysis process that teaches you the 3 Key Drivers of Durable Company Value and how to apply those drivers.
Create unique investing strategies using stock, cash and options that generate income, protect gains and boost growth.
"A more in-depth knowledge of the IOI framework gained through IOI Training has helped me discern twice as many possible investment opportunities."
Evan B., Pension Fund Manager
Built on nearly 20 years of Wall St., Capital Markets and Hedge Fund investment analysis and strategy development experience, IOI’s mission is to bring institutional investment methodologies to highly engaged investors of all types.
Competence comes from gaining new skills and/or improving the skills you have. As investors, we believe we understand the markets, valuation and maybe even option strategies. IOI’s curriculum is designed to push your skills in these areas toward the caliber of an institutional money manager.
Confidence comes from your improved competence and IOI’s ongoing support network. Becoming confident enough to design and implement your own investing strategies takes a place to practice, like IOI’s research, webinars and community, and a bit of mentoring from someone more deeply experienced, like IOI’s principals.
IOI knows that education is nothing without results. The first change you will notice is your development of and reliance on a disciplined, thoughtful process to evaluate investments and create strategies. This will change how you look at investing and how you work with other people to invest. The second change will come as your process improves your returns.
Erik’s broad range of expertise in investments is built from his nearly 20 years on the sell-side, buy-side, and in third-party research and analysis.
Erik has been invited to speak at distinguished universities such as the University of Chicago’s Booth School of Business and Northwestern University’s Kellogg School of Management as well as to influential industry groups such as the New York Society of Securities Analysts (NYSSA) and at the Value-X Investor Conference.
Do not hesitate to reach out with questions or comments below. An IOI representative will be in touch within 1 business day.
Complete the form below to join Erik and Team IOI in a FREE DEMO session. In ~20 minutes :
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Complete the form below to receive a link to our next online Info-Session where you can talk to Erik about what you will learn at IOI’s Investing courses and receive the Introduction and Chapter 1 from The Intelligent Option Investor as a BONUS!
Erik knows–and lays out here–that to use options successfully, you need to understand the underlying stock and its valuation first. This is one of few books on options that teaches this fruitful, combined approach. And that’s why it works. Jeff Fischer, advisor, Motley Fool Options