Invest Smarter. Reduce Risk. Start Today.

Join Free as a SII Beta Tester

SII Model Portfolios

Choose between Adaptive Growth Portfolio™ and Income Engine Portfolio™ that adjusts your exposure between growth and safety based on risk and reward conditions.

Strategic Investor Report™

A concise weekly email that shows you what the market’s saying — and how to respond with confidence, not guesswork.

Jack’s Sector Picks

Get weekly updates of the SP500 hot sectors and insights as to what to add to your model portfolio.

Video Lessons

Step-by-step video lessons that simplify investing, risk management — all at your pace.

Investor Forum

Join a like-minded group of investors sharing strategies, wins, and lessons — with direct guidance from experts.

Live Monthly Training

Stay sharp and up to date with live coaching, market insights, and Q&A every month— all recorded if you miss it.

Keep More. Risk Less. Grow Faster.

Decrease Losses

Even sidestepping one 20% market drop on a $500K portfolio =
$100,000+ saved

Boost Your Returns

Better entry and exit timing into the market =
$80,000 more over 10 years

Peace of Mind

A strategy backed by process without greed or fear =
Feel secure & confident

Get Started Protecting & Growing Your Wealth Today

Select one of our RISK-FREE, MONTH-TO-MONTH memberships.

MEMBERSHIP
THE STRATEGIST

$49

/Month

  • Growth Engine Portfolio™
    updated monthly
  • Income Engine Portfolio™
    updated monthly
  • The Strategic Investor Report™
    sent weekly
  • Jack’s Stock Picks
    updated monthly
  • Video Lessons
  • Investor Forum
    answers within 1 business day!
  • Resource Library
  • Live Training & Q/A
    hosted monthly
Join Now

Frequently Asked Questions

No. Our membership is month-to-month, and you can cancel anytime. We want you to stay because you’re getting value—not because you’re locked in.

Resources are updated regularly—some weekly, others monthly—depending on the topic. We continually add new trainings, tools, and updates based on member feedback and market conditions.

Yes. As soon as you join, you’ll get immediate access to all the tools, training, and resources included in your membership level.

Yes, you can cancel anytime through your account settings. There are no long-term contracts or cancellation fees.

Because members gain instant access to proprietary tools and content, we do not offer refunds. However, you can cancel before your next billing cycle to avoid future charges.

Many members begin seeing value in just 30–60 minutes per week. Our resources are designed to fit into your schedule and provide quick, actionable insights.

Absolutely. Our training is structured in levels, so you can start with the basics and move up as you grow more confident. Many members start with little to no experience and thrive with the guidance we provide.

Our focus is being risk-aware. Everyone knows how to play offense, but few can play defense. We combine our proprietary models with structured training, community support, and a tactical focus on real-world wealth building. It’s not just information—it’s a system.

No. We provide education, tools, and strategic guidance, but we are not financial advisors and do not offer personalized investment advice. We do, however, offer coaching services at an additional fee.

Get Started Protecting Your Wealth Today

Select one of our RISK-FREE, MONTH-TO-MONTH memberships.

STARTER
Membership

$97

/Month

  • Weekly SP500 Risk Reward ROAR Score®
  • Course: Risk Management
  • Course: Portfolio Construction
  • ETF Candidates
  • Interactive Wealth Forum Access
Join Now
Growth
Membership

$197

/Month

  • Weekly SP500 Risk Reward ROAR Score® + Major Indexes
  • Course: Risk Management
  • Course: Portfolio Construction
  • Course: Bond Ladders
  • ETF Candidates
  • Bond Ladder System
  • Interactive Wealth Forum Access
  • Weekly Training Webinars
Join Now
Mastery
Membership

$497

/Month

  • SP500 Risk Reward ROAR Score® + Major Indexes + Popular Stocks
  • Course: Risk Management
  • Course: Portfolio Construction
  • Course: Option Collars
  • Course: Stock Picking
  • ETF, Stocks, Option Collar, Tactical, & Contrarian Candidates
  • Bond Ladder System
  • Interactive Wealth Forum Access
  • Weekly Training Webinars
  • Monthly 2-Hour Mastermind Group
Join Now

MEMBERSHIP FULL

Contact us to be added to waiting list

GET ADDED TO WAITING LIST

Get Started Protecting Your Wealth Today

Join RISK-FREE with our MONTH-TO-MONTH membership.

MEMBERSHIP

$147

/Month

  • Risk Reward ROAR Score for Major Indexes + Popular Stocks
  • ETF, Stocks, Option Collar, Tactical, & Contrarian Candidates
  • Treasury Ladder System Plus
  • Video Training Courses
  • Interactive Wealth Forum Access
  • Weekly Training Webinars
Join Now

The average investor pays 1% or more in fees—that’s $10,000 a year on a $1 million portfolio—and what do they get in return?

No protection when markets drop. No system to grow smarter. No real control.

At the Strategic Investor Institute, we show you how to:

Avoid Big Loss and Make as Much Money as You Can!

Invest in yourself instead!

We’re here to make you the most strategic investor you know.