Ditch the “salad bar” investment approach. IOI Teaches you to Invest INTELLIGENTLY.

“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!)*

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Our courses are eligible for CFP Continuing Education Credit.

Learn a more intelligent investing process.

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.

Sign Up For Our Free Webinar Below

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.

Step 1


Gain access to IOI’s FREE and timely, proprietary investment research and commentary

  • Learn the language of investing
  • Get exposure to experienced investors’ ideas, process and successes
  • Think critically about an investment’s prospects like in this example on possible outcomes for the automakers
Read Your First Article

Step 2


IOI’S Coursework teaches basic market understanding, valuation and advanced investment structuring

  • Understand the basics of investing - including how markets work & how to read company financials
  • Learn to control your behavioral biases
  • Learn the true drivers of value
  • Develop a sound, repeatable investment decision workflow
View a Sample Course

Step 3


Become expert through practice and MENTORING from IOI Principals and Community

  • Structure your own investments and review them with IOI principals
  • Join an IOI principal-led investment club
  • Submit your own company analyses and review them with Community members and IOI principals
  • Improve your skills through IOI-led case studies like this Apple example
View an IOI Learning Call on Apple

By working the IOI PATH, an IOI Investor can...

Understand financial markets and your decision blind spots.

Make more sound investment decisions by understanding your own motives and biases as well as those of other important market participants.

Find and evaluate value in a repeatable manner.

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 your own investment strategy.

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

What You Will Learn

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 Kobayashi-Solomon, IOI’s Founder

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.

Wall Street & Hedge Fund Alumnus
  • Head of Listed Derivatives Operations – Morgan Stanley in Tokyo, Japan only one year after joining the firm. Erik worked for Morgan Stanley in Tokyo & New York.
  • Owner, Principal Architect – QED Capital Partners index hedge fund.
  • Chief Risk Manager – Ironbound Capital ($800M) global long-short equity hedge fund. Erik designed and traded option-based hedges, worked on quantitative strategies, and conducted fundamental analysis of Japanese equities.
Research & Consulting Professional
  • Head – Semiconductor Industry Analyst Team – Morningstar Investor Services
  • Co-Head Morningstar OptionInvestor Service – Morningstar Investor Services. Driving force behind the newsletter analyst service and OptionInvestor Education curriculum.
  • Market Strategist – Morningstar Institutional Investor Services
  • Director of Research – YCharts Investment Services
  • Principal Consultant – The World Bank Group’s International Finance Corporation (IFC) – commissioned to create a model to value the institution’s emerging market private equity investments. Erik’s model is used by World Bank analysts and portfolio officers the world over.
Erik has worked at or been invited to speak to the following organizations:

Contact Us

Do not hesitate to reach out with questions or comments below. An IOI representative will be in touch within 1 business day.

Register For FREE One on One Webinar

Complete the form below to join Erik and Team IOI in a FREE DEMO session. In ~20 minutes :

  • We will walk you through how IOI works
  • You will be able to ask questions about our process and what you can expect from an IOI subscription
  • You will have an opportunity to learn how we can best help you improve your investing skills

Register and receive an excerpt from Erik's book!

Download Free eBook

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