Give Me 60 Minutes and I’ll Give You an Independent, In-Depth Analysis of Your Financial Portfolio
Advisor to investment firms with over $4-trillion in assets under management… Plus, consultant to 60+ celebrities… now offers you the opportunity to discover…
Executives Choose Neil
Leverage Neil’s Expertise
If your portfolio may need re-allocating going forward…
How to grow and protect your assets from rising inflation, increased taxes and government money printing. ..
The assets poised for rapid growth in this financial re-set…
How to profit from market insights and trends…
Any much, MUCH more…
Smart Advice From Legendary Billionaire Investors
For instance…
Warren Buffet has looked at portfolios with 50 -100 positions and pointed out that the investor had unknowingly diluted their best ideas…
Charlie Munger often reviewed portfolios not to find upside - but to identify hidden risks the owner hadn’t considered…
John Templeton often called for outside reviews to challenge the thinking behind the portfolios…
Ray Dalio believes that an outside review is critical to avoiding blind spots…
Howard Marks often talks about reviewing portfolios and asking “What does this portfolio assume about the future?”…
If all these billionaire investors believe in having an outside review of a portfolio, then you might want to consider doing so as well…
That’s because most portfolio problems aren’t obvious. They’re invisible… until someone else sees them.
In fact, many of the most famous investment ‘blow-ups’ had little to do with owning the “wrong” assets. They failed because the portfolios themselves were built on hidden flaws. Flaws such as…
Holding investments that were concentrated heavily in one area…
Linked risk investments disguised as diversification…
Outdated assumptions no one has questioned…
These weren’t asset-selection failures. They were portfolio construction failures…
Whereas, in hindsight, a neutral portfolio review would have revealed any issues early…
You see, chances are, “you might not need new investments. You might just need a clearer picture of the ones you already own…
That’s because…
… The Economic World is Changing...
Governments are continually printing money. Inflation remains high – even though they lie that it’s under control. And taxes? Wel, governments continue to find ways to increase them…
Add in the threat of global conflicts. Countries expelled from the Swift payment system. The looming threat of bank bail-ins. A stock market that bears no relation to the everyday economy. Gold and silver prices continuing to set new all-time highs. And talk of a monetary re-set….
Where’s an investor supposed to put their money? To keep it safe. And to grow...
So perhaps today, more than ever, investors need an outside look at their portfolio. This way they can make adjustments to protect and grow their wealth in the coming years…
That’s why I’d like…
… To Invite You to Apply for a Portfolio Review…
But first…
Let me reveal why you should listen to me…
As you may know, I have a YouTube channel with 533,000+ subscribers. Here I report on the economic news the mainstream refuses to comment on…
I also write The Neil McCoy-Ward Newsletter. Every week I round up the geo-political and macro-economic news for my 20,000+ subscribers…
I’ve been a paid consultant to 60+ celebrities…hundred’s of CEO’s worldwide… and 2 managers for Wall Street hedge funds – Goldman Sachs and JP Morgan…
As a result of my economic know-how I’ve been able to become a multi-millionaire - and even buy a castle on the Isle of Man…
In 2019, based on world events, I predicted that Amazon would surge. Less than two years later, shares took off 207%!...
In early 2020, as Covid spread across the globe, I predicted that Tesla stock would explode. Less than a year later, shares shot up… 440%!
In 2020, I also said the price of silver would soar. Because silver mines were closing left and right. Within six months, silver shot up 233%!..
I bought the crypto coin XRP over several years at prices ranging between $0.42 - $1.00. I recently sold 50,000 XRP at $2.19 per coin. That’s a ROI of between 40 % - 500%...
Here’s what just a few of my private clients have to say about me…
“…Veteran investor of 23 years is shocked…”
“I’m shocked. After 23 years in the industry, I didn't think I'd learn anything new. But Neil’s method for analysing stocks, sectors & companies is excellent.” Colin M, Surrey, UK
“…Purchased for the entire trading floor…”
“One of my junior analysts took the stock investing course and started pulling rabbits out of the hat. After that I bought Neil’s training for our entire floor” - Investment Trust (removed for privacy)
“… Neil’s stock know-how just saved me a 7% hit…”
“Neil suggested I sell one stock. Two days later this brand name stock plummeted 7% in value. I’ve now fired my broker who was being paid 3 – 4%” in broker fees.” Dr Kenneth D (Retd), UK
“…Gives me the confidence to invest company funds…”
“The best money I’ve ever spent. Really giving me confidence to invest our company funds. All the “experts” that have done nothing but confuse me around investing for years - now I understand their fees and what they were trying to sell me.” Jane M.
However, let me tell you about how you can get your portfolio reviewed…
You’ll apply for a portfolio review. If accepted, you’ll complete a questionnaire with your portfolio details before our 60 minute call. This way I can review everything. And it allows me to put my macro-economic and geopolitical thinking cap on.
So when we speak you’ll discover…
How strong your portfolio is to withstand any economic upheaval…
Any weaknesses or risky areas that could lose money…
If you’re over-exposed in a particular area…
If you need more protective investments…
The investments and assets that are poised to explode…
In short, getting a portfolio review is just like giving a MOT for your car. Your car has to be safe to drive on the roads. Your portfolio needs to be up-to-date to protect and grow your wealth with what’s happening in the world economy.
However, one thing, and it’s important.
These independent portfolio reviews are not for everyone. And not everyone who applies will be accepted.
That’s because to be accepted for a review…
…You Must Be a High Net Worth Individual
To clarify you must have at least $1 million in liquid assets. These are financial assets that can be quickly converted to cash. This excludes your primary residence.
And in case you’re wondering about any guarantee.
In short, there isn’t one.
If you’re the type of investor who needs a guarantee….then sorry…..this portfolio review isn’t for you. This is for serious investors who know the value of what I’m offering.
With all this in mind, I encourage you to apply for your portfolio review TODAY.
Please do NOT delay. That’s because time is of the essence. We’re living in a fast moving economic world. You need to ensure your portfolio is up-to-date with changing economic times. Billionaire investors get an outside view of their portfolios. Perhaps you should be doing the same.
Apply TODAY to avoid going on my waiting list. Because of time commitments, I only make 3 portfolio reviews available every month. With over 530,000 YouTube subscribers, these reviews are getting snapped up FAST by serious investors. If you want to be considered for one apply today.
Let me leave you with one final thought…
Billionaires know the importance of getting an outside pair of eyes to assess a portfolio. Isn’t it time you did the same with your portfolio?
Anyway, whatever you choose to do, I wish you good luck for the future.
To your success
Neil McCoy-Ward
PS. As a Thank You for becoming a client I’ve arranged a special gift for you. You’ll get a 1-Year Membership to my Academy. This gives you access to over $15,000 worth of courses and resources.
Video Testimonials
When Jonas began with Neil, he was a University lecturer teaching coding and tech skills. After mentoring with Neil and attending a mastermind, Jonas started an online tech/software business. Today he’s a successful tech entrepreneur and a Global citizen currently residing in Thailand after Neil helped him to acquire a 5 year residency visa.
Caleb found great value in Neil’s guidance.
FAQs
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Applications can be submitted on this page.
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Yes, you must be a HNWI to qualify
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This is a private 1-hour strategy session with Neil McCoy-Ward, designed to help you tackle your biggest business and financial challenges. It also includes a 1-Year Membership to Neil’s Academy, giving you access to over $10,000 worth of courses and resources.
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This session is for entrepreneurs, investors, and business leaders looking for expert financial and business strategies to scale, optimize, or future-proof their wealth and operations.
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Each session is customized to your needs. Topics may include:
Business strategy & scaling
Financial growth & wealth protection
Economic trends & market insights
Investment strategies
Leadership & decision-making
(However, no questions are off the table)
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Click “Apply Now” on the website to secure your spot. Once your booking is confirmed, you will receive details on how to prepare for your session.
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This gives you full access to Neil’s exclusive business and financial courses—worth over $10,000.
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Due to high demand and extremely limited availability, rescheduling is only permitted with 7 days notice. Cancellations are not permitted once your session has been confirmed. Please ensure you are fully committed before booking.
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There are no refunds for any sessions booked with Neil. You are buying Neil’s time, and not a specific outcome.
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After booking, you will receive a brief questionnaire to help Neil understand your goals and challenges. It’s essential you come prepared with specific questions to maximize your session. Should you wish Neil to review any notes beforehand, he allows up to 15 minutes for this.
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No, this is a one-time strategy session. However, if further coaching is required, Neil may consider additional sessions with you based on availability. However, Neil can usually solve even the most complex of challenges within 1 hour.
