Institute for Individual Investors

Who We Are

We teach regular people - just like you - how to invest like Wall Street professionals. Our mission is to publish the highest quality educational material in order to help you prepare for retirement without becoming a victim to the "Wall Street game" -- the game where they win, and you lose. The best way to learn more about us to read our Founding Principles and our Editor biographies below:

OUR PRINCIPLES

1. Our Customers

I think it was Frank Sinatra who once said, 'If you think customers are not important try doing business without them for a while.'

Although he was referring to another singer who didn't like to sign autographs, he could have been talking about any customer in any business.

In our offices here in Delray Beach we keep that quote posted on the wall just to remind us how fortunate to have you as part of our family.

2. No Hidden Agendas

Please forgive the populist tone here, but the sheer audacity of what some brokerages pawned off as "research" in the 90's was stunning. As a result, the New York State Attorney General forced many of them to fund separate independent stock research firms.

We here at Tycoon Publishing have no interest in the "conflict of interest" business (we've seen what it does to people.) We do what we do because we enjoy it and we're good at it. Therefore know that we will never accept any payment, in any form, to recommend the shares of any company. Period.

Our goal is to not only provide you with our unbiased opinions, but to also bring you behind the scenes and show you exactly how we form those opinions. Knowledge is your best defense in the investing battlefield.

3. Information You Can Understand

In addition to the research and educational courses we offer, we try to present our facts in a way that will help you understand the rationale behind our thinking.

It is our hope that during the course of our relationship you will gain a more sophisticated framework for making investment decisions both as an investor and as a businessperson. We believe that the more educated you become, the more likely it is that you will appreciate and recommend our work.

4. We Will Always Admit Our Mistakes

Only fools never admit and learn from their mistakes. Good investors are not born they're forged. It's that simple.

5. Real Wall Street Experience

Everybody we hire to teach and inform you will actually have real investment experience.

Need I say more? Well, I will. Why?

Because many of our "competitors" aren't real investors - they're marketers and journalists pretending to have the real world experience that separates the men from the boys.

(See below for our bio's).

OUR PEOPLE

chris Christopher Rowe
Creator, Technical Analysis Millionaire
Creator, Internal Strength System
Co-creator, Options GPS

An internationally respected authority on options, 9-year Wall Street veteran, and co-founder of Institute for Individual Investors, Chris Rowe spun out profitable trades for his Trend Rider members for 7 years, ending with his retirement in 2012.

While most professionals consider an options trader who is right on 3 of 10 trades to be very good, Chris was right on the majority of his trades!

Now, through his free weekly Tycoon Report articles, Chris Rowe helps hundreds of thousands of investors across the globe by extolling the virtues of taking a business-like approach to both stock and option trading.

Click Here to Read Chris’ Articles »

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teeka Teeka Tiwari
Chief Investment Strategist, Tycoon Research
Creator, ETF Master Trader System
Creator, Sector Hunter

Teeka Tiwari epitomizes the American Dream. He came to the United States from England at sixteen with just $150 in his pocket and the clothes on his back. By eighteen, Teeka had become the youngest employee at Lehman Brothers. Two years later, he shattered convention by becoming the youngest Vice President in the history of Shearson Lehman. By the time he was 23 Teeka had made and lost a million dollars. At 27, he was a millionaire several times over.

In June 2005, Teeka co-founded Tycoon Publishing and created the trading service, Point & Profit. The service made his wealth-building acumen available to the average individual investor for the first time.

Since then, Teeka has been developing and perfecting the ETF Master Trader System, an interactive education program that teaches a complete Sector Trading investment methodology and gives ordinary investors the confidence to master the markets using Exchange Traded Funds.

In June 2008, Teeka launched Sector Hunter, the World's first fully-automated ETF trading technology, providing individual investors with an institutional quality tool that identifies big money moves in 46 narrow sector groups and selects ETFs and stocks best positioned to profit from the move.

Teeka is a regular contributor to FOX Business Network and has appeared on FOX News Channel, The Daily Show with Jon Stewart and international television networks. He manages a hedge-fund which is closed to new investors.

Click Here to Read Teeka’s Articles »

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costas Costas Bocelli
Creator, Channel Trading Secrets
Options Master, Options GPS
Chief Investment Officer, Profit Skimmer

Costas began his trading career in 1998, hired by Gateway Partners, an Equity Options Trading Specialist Unit, on the Philadelphia Stock Exchange (PHLX). During his brief tenure, Costas gained valuable experience navigating the financial meltdown that saw the downfall of hedge fund, Long Term Capital and the Russian Currency Crisis, trading volatility levels that reached unprecedented levels.

Costas became a Senior Equity Options Market Maker for the firm, eventually leaving to join a proprietary trading desk, making markets for large customer and institutional orders.

Costas has over 7 years of experience making options markets and has trained and educated several junior traders on option theory, risk analysis, and strategy.

He is looking forward to helping the self-directed investor become successful through the utilization and understanding of how options can play an important roll in achieving their financial objectives.

Click Here to Read Costas’ Articles »

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ed Ed Pawelec, CFA
Chief Investment Officer, Price Shock Trader

Ed Pawelec has been active in the options markets for nearly 2 decades. His interest in options began when he studied finance in college. At that time, options were a very new instrument among listed financial products.

His options trading career began on the PHLX in 1993 as an equity options clerk. He worked his way up and eventually become a successful market maker.

In addition to working as an options market maker on the PHLX, he acted as portfolio manager on the buy side, and as an options execution specialist and strategist on the sell side.

Continuing his financial education has been key to his profitable career. He received a CFA charter in 2008. The CFA stands for Chartered Financial Analyst. This is an elite designation held by fewer than 110,000 people worldwide.

At IFII he merges his passion for financial education and enthusiasm for options trading to pass along the tricks and secrets most individual investors don't have access to anywhere else.

Click Here to Read Ed’s Articles »

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marc Marc Lichtenfeld
Creator, Quantum Profits
Contributing Editor, The Tycoon Report

Marc Lichtenfeld, Senior Analyst at Investment U, began his investing career at the trading desk of prestigious Carlin Equities in San Francisco, CA, where each day he executed dozens of trades for a varied and demanding base of clients.

During his tenure at Carlin, Marc outperformed both the S&P 500 and the S&P Healthcare Index by a wide margin.

But he really hit his stride at Avalon Research Group, where as Senior Analyst his buy recommendations advanced a full 17.8% versus the S&P 500's 5.9%. When Marc wasn't outpacing the S&P or performing his myriad other duties at Avalon, he found time to create, staff and manage their Technical Research Products division, and to develop another of his many passions -- writing.

Marc looks at the market through the skeptical eyes of a born journalist. As a columnist for The Street he has broken several stories on companies in the biotech sector, winning the admiration of readers and the grudging respect of "insiders." Marc has published his work in the online version of The Wall Street Journal and The Street, and he has been featured on NPR's popular "The Story."

Marc's gift for seeing what others overlook has made him a champion contrarian investor. His "against the grain" recommendations (including shorts) gained 12.6% annualized versus the S&P 500's gains of only 0.5%.

We are pleased and proud to be able to add Marc Lichtenfeld's contributions to the Tycoon Report.

Click Here to Read Marc’s Articles »

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dylan Dylan Jovine
Executive Publisher, Institute for Individual Investors

During a successful career as a Wall Street analyst -- and later as owner of his own brokerage firm -- when Dylan Jovine made recommendations, the big money paid attention.

But now, he's the ultimate Wall Street whistleblower. He got sick and tired of seeing institutional investors get richer while average investors watched their nest eggs fall victim to the rampant conflicts of interest in the major brokerage firms.

Dylan left the cushy corner office behind and set out on a mission: To make institutional quality stock research available to individuals at prices anybody could afford.

Tycoon Publishing is the culmination of this mission, and The Tycoon Report is its cornerstone.

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wayne Wayne Mulligan
Publisher, Institute for Individual Investors

Wayne Mulligan began his career on Wall Street over 10 years ago. Since that time he's managed assets for high net worth investors, started a financial newsletter and most recently was the CEO of TickerHound.com - a free website dedicated to educating individual investors.

After acquiring TickerHound, Wayne joined the Institute of Individual Investors full-time in 2009 where he rapidly rose to the role of Publisher.

Wayne's passion for the markets, experience on Wall Street and his knowledge of technology make him the perfect person to help fulfill IFII's mission of empowering the world's investors through education.

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