Investor Guide Map

WORKING INVESTOR

Your client fears that their savings are too low to support the lifestyle they envision during retirement. They understand that they need exposure to the stock market, but your client is not a big risk taker who can afford to suffer big losses.

Let’s help your client consider Niemann ETF Managed Portfolios with Downside Protection

  • Use a strategy with a market-tested track record in bull and bear market cycles
  • Get exposure to US and international equity markets with ETFs
  • Gain confidence with flexible and transparent investing
  • Dollar-cost average for extra peace of mind and focus on long-term goals

EXECUTIVE INVESTOR

You have accumulated a significant amount of wealth in your company’s stock, but you are disturbed that too much of your net worth is in one company. You are not afraid to take a certain degree of risk to continue to grow your wealth.

Let’s help your client consider Niemann ETF Managed Portfolios that stay Fully Invested

  • Use a strategy with a market-tested track record in bull and bear market cycles
  • Keep on the leading edge of opportunity
  • Continually rotate to ETF opportunities around the world as markets change
  • Communicate better with active and transparent investing
  • Focus on long-term goals

RETIRED INVESTOR

Your big income years are almost over, or you’re already retired and living on your savings. Either way, you seek growth without risking big losses. How can you do that and sleep well at night when US stocks are near all-time highs?

Let’s help your client consider Niemann global ETF Managed Portfolios with Downside Protection

  • Use a strategy with a market-tested track record in bull and bear market cycles
  • Get exposure to global equity and fixed income markets with ETFs
  • Go to cash to protect assets when market risk is excessive
  • Gain confidence with flexible and transparent investing
  • Dollar-cost average for extra peace of mind and focus on long-term goals

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