Protect Your Wealth Program – Master The Markets
Investing Education Personalized To You & Your Family.
Secure Your $1Million+ Optimal Diversified Stock Portfolio
Our emphasis is going beyond what’s expected, making life easier and creating generational legacies for a lifetime.
Find your path
Leverage an exclusive time-tested and research-backed strategy to help you achieve your financial goals.
Who We Serve
Individuals That Have Experience Investing or Use an Advisor
High Achievers, Founders, Entrepreneurs, Business Owners, Professional Athletes and Entertainers and Corporate Executives.
Those With a Willingness To Learn How To Invest Yourself, Desire To Protect Your Wealth and Open To Investing in Individual Stocks
Business Owners Exploring M&A Who Want To Understand Recessions & Investing
Program Solutions
Breakdown Your Goals, Risk Levels and Passions
Understand Recessions & Their Impact on The Stock Market
Build Your Own Personalized Stock Screener
Conduct Visionary Fundamental Analysis
Value Future Stock Prices Using More Comprehensive Data
Engage in Investing Simulation Training
Secure Your Own Optimal Diversified Stock Portfolio With Strategic Asset Allocations
Automations + AI To Build & Protect Your Wealth
Uncover Critical Questions To Ask Your Financial Advisor
Individual Stocks
Quantitative & Qualitative Stock Analysis + Simulated Investing Models + Templates
%
Your Targeted Annualized Returns
Our Optimal Diversified Portfolio Strategy
Protect Your Wealth
Master The Markets
Solutions designed to teach you how to manage, protect and grow your wealth from a macro and micro perspective.
The Mentor
Andrew Marks is the co-founder of The Visionary Investor and an Investing Mentor & Educator with unique investing methods that have been time-tested and backed by data.
At 2 years old, Andrew’s parents opened up a custodial account for him at Fidelity Investments. Years later at sixteen years old, Andrew’s fascination with stocks began when his father introduced him to the concept. He became captivated by the idea of making money through value investing. Andrew spent thousands of hours immersing himself in stock market knowledge and learning how to reduce his investing risk.
As his portfolio grew, he discovered that with the right knowledge, strategies and experience, it is possible to make higher returns while taking on less calculated risk. Investing became a passion, a source of freedom, and a means to build wealth effortlessly for him. Andrew built his portfolio by making 2-5x returns on many different types of individual stocks during anywhere from 1-8 years allowing him to travel the world and start multiple businesses.
Andrew further honed his strategies and expertise by studying finance at Hofstra University and gained practical experience by interning and working in Finance in New York City. At a private equity fund and at Deloitte, Andrew got a beginning taste on how to value companies using technical methods, at a Trading firm he learned how to use qualitative factors to find strong stocks and at Wells Fargo he sharpened his financial statement analysis.
Additionally, growing from important life experiences – a crucial lesson Andrew learned came from his partner and co-founder of The Visionary Investor, Jessica Hanna that truly paved the way – This is how to look at the big picture while also paying attention to the finer details. This is when Andrew solidified that creating a diversified portfolio involves understanding how all the pieces work together both through zooming in and out to identify visionary investments and asset allocations.
Inspired by their journeys, Jessica and Andrew founded The Visionary Investor™ with the mission of helping investors protect their wealth and build a legacy.
Protect Your Wealth
Understand How To Master The Markets
Make Smarter Decisions Investing Yourself Or With Your Advisor
Leverage Your Competitive Advantages
Aim for 15-20% + Annualized Returns With Less Calculated Risk
Protect Your Millions
12 Week Program | 6 One-On-One Personalized Calls | Online Trainings | Modules, Templates, Models and Guides Included
What’s Included:
Phase One: Acquire (The Knowledge)
Weeks 1-5
- Goals, Risk Levels and Passions
- Recessions + Stock Market Impact
- Market Drivers
- Common Investing Strategies vs. Optimal Diversified Stock Portfolio
- Fundamental Analysis
- Statistics + Finance
- Brief Valuations
Phase Two: Implement (The Strategies)
Weeks 6-9
- Personalized Stock Screener
- Competitive Advantages in Fundamental Analysis
- In-Depth Valuations
- Stock Analysis Preparation + Presentation
Phase Three: Protect (Your Wealth)
Weeks 10-12
- Presentation Feedback + Analysis Adjustments
- Automations + AI
- Asset Allocations / Optimal Diversified Stock Portfolio Construction
- Investing Simulation Training
- Long-Term Strategy
- Questions to Ask Your Financial Advisor
Exclusive Resources:
- “Lifetime” Bi-Annual Stock Letters
- Quarterly Check-Ins for One Year
- “Lifetime” Updates to All Modules, Templates, Modules and Guides Included
Master Your Investments
An exclusive investment program for the modern investor looking to protect their wealth. Learn how to master the markets with an optimal diversified stock portfolio. Reserved for experienced investors only. *This program is not suited for new investors*
Testimonials
“Andrew’s way of teaching about investing is something that I’ve never heard anyone talk about before but it makes so much sense! I love how he teaches you to do your own research and investing based off of *your* values – it’s very refreshing.”
K.W.
Business Owner | Entrepreneur
“I love the concept that Andrew talked about of believing in what you invest in, so not investing in companies that you disagree with the product or service or policies or political stance, and only investing in companies that you can fully support so you don’t subconsciously stress yourself out.”
J.T.
Health Coach | Founder
“Thank you for sharing more about portfolio optimization. This is something that more investors really need to know. I can’t believe I’ve been investing for 20+ years without understanding this.”
B.L.
Lawyer | Investor
Protect Your Wealth Program
by The Visionary Investor
Founded by Andrew Marks and Jessica Hanna
Disclaimer: All images on this webpage are for illustrative purposes only. The Visionary Investor does not offer any personal financial advice or advocate the purchase or sale of any securities or investment for any specific individual. We are not financial professionals and make no claims to be. Everything shared by us here, on social media or elsewhere, including all videos, materials, documents and other information are for educational purposes only. Investing of any kind involves risk. Past performance does not guarantee future performance. It is imperative that you conduct your own research before making any investments. We will not assume liability of any kind for any losses that may be sustained as a result of applying any methods taught by The Visionary Investor. No investments or other decisions should be made solely based on the contents or information found on this website, any Programs, Workshops or elsewhere by The Visionary Investor. Any opinons shared are our own. Please read our full disclaimer here.