We help self-directed investors navigate their investment analyses by helping them know how to successfully carry out their analytical work, enabling them to reach an investment decision as quickly and efficiently as possible.
We believe that all self-directed investors should be free to decide what investment opportunities they want to pursue without being peddled the “next big thing”. However, analyzing prospective investments is easier said than done, and if done incorrectly can become a frustrating, time-consuming affair.
To address this, we help self-directed investors avoid (or at least minimize) the uncertainty, confusion, and frustration that sometimes comes with investment analysis by providing tailored strategies on how to effectively carry out their analytical work.
Clients give us their struggles and frustrations, while we give clients the direction and clarity needed to finish their analytical work in a timely manner, leading to faster, more effective decisions.
WHO WE WORK WITH
We serve self-directed investors, who are individuals that manage all of their own investment affairs and have the final say on all decisions.
We will gladly work with anyone who fits the above description regardless of their age, years of experience, level of knowledge, or geographic location.
HOW OUR PROCESS WORKS:
If you decide to work with us in a personalized, one-on-one consulting session, this is how it will work:
Before:
With Ilucidy:
Unsure what direction to take or what to focus on when performing investment analysis.
Trouble figuring out how to analyze investment documents such as financial statements.
Time wasted trying to deal with analytical struggles and frustrations on your own.
Lack of fundamental and niche investment knowledge.
Little to no confidence in your investment decisions.
Understand how exactly to carry out your investment analysis from start to finish.
Know what to pay attention to and what not to when going through investment documents.
Less time wasted leading to faster, more effective decisions.
Access to an extensive library of investment knowledge covering a diverse range of topics.