The InvestSense Challenge

Protect your financial security with our new white paper, “The InvestSense Challenge.”  The Challenge provides key information and industry “secrets” in a “quick” format in furtherance of our motto/mission, the power of the informed investor.

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About investsense

I am an ERISA/securities attormey, CFP Emeritus, and Accredited Wealth Management Advisor. I am also a former securites compliance director, I provide forensic investment analyses to help 401(k)/403(b) plan sponsors and other investment fiduciaries avoid legal liability exposure and protect their financial well-being. I am the creator of the Active Management Value Ratio metric, which analyzes the cost-efficiency of investments for investment fiduciaries and attorneys.
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