One-Off Consultation + Report
$500 / session
One or more sessions on a specific question. Followed by a structured written report with conclusions, scenarios and recommendations.
Book →
Erik NaymanInvestment strategist · since 1995
Independent investment consulting
You now hold significant capital, and mistakes have become expensive
You have sold a business, received an inheritance or watched your stock portfolio grow — or you simply have cash sitting in your accounts. I will analyse your situation across equities and real estate and give you a written action plan. 30 years in the markets, more than 10 of them in investment banking, so I see your situation through the eyes of both the seller and the buyer. Sold a business, received an inheritance, portfolio has grown? I will analyse your situation across equities and real estate and give you a written plan. 10+ years in investment banking, so I see both sides.
- Sold a businessSold a business
- Received an inheritanceInheritance
- Large stock portfolioStock portfolio
- Idle liquidityLiquidity
Your assets stay in your own accounts: I do not manage money or execute trades.Your assets stay in your accounts.
- 30+
- years in the markets
- 10+
- years in investment banking
- 6
- books
- Founder
- HUGS
why it is objective
I have sat on both sides of the table
For more than 10 years I worked on the side that sells investment products. Today I am on the side that buys. That is why I know how banks and brokers sell their products — and I help people make decisions without a conflict of interest.
Sell side · 10+ years
- Bond issuance and IPOs
- Dealer and broker
- Options market maker
- Managing Partner of Capital Times
Buy side · today
- Investor since 1995
- Founder of HUGS
- Creator of Agent HUGS
Your assets stay in your own accounts: I do not manage money or execute trades.
not just a call
A consultation is 30 days, not one hour
For $500 you get more than a conversation: a written plan and a check a month later on how it is working.
- Day 0 QuestionnaireGoals, horizon, current portfolio, key questions
- Day 1–3 60–90 minute sessionAnalysis of your situation and scenarios
- +3–5 days Written reportExecutive Summary, three scenarios, a 3–6 month plan
- Day 30 Follow-upWe review progress and adjust the plan
30days with you
Report structure
- Executive Summary — key findings on 1 page
- Diagnostics of current portfolio and risks
- Three scenario projections (base, optimistic, pessimistic)
- Specific recommendations per asset or asset class
- Tactical action plan for 3–6 months
- Key indicators to monitor
formats
Two engagement formats
Investor Mentoring
$5 000 / month
Long-term accompaniment: regular sessions, portfolio monitoring, prompt answers to questions, strategy adaptation to changing market conditions.
Discuss the programme →After the consultation, if needed: ongoing support from my team or Agent HUGS.
six books
A system you can read before the consultation
Investor’s Marathon: 700+ pages, the proprietary IPI, ROP and QPTA models and the Investor’s Constitution. Your analysis is built on this very system.
Investor’s Marathon
How to Build a Personal Investment System
Erik Nayman · Investor’s Marathon
- The Path to Financial Freedom
- The Small Trader’s Encyclopedia
- How to Buy Low and Sell High
- Trader Investor
- Master Trading
FAQ
Frequently asked questions
What is the minimum capital size for a consultation?
There is no minimum threshold. A consultation is valuable both for investors with a portfolio from $1M and for those just building their strategy.
What format does the consultation take?
Online, via Zoom or Google Meet. A standard session lasts 60–90 minutes. In-person format is sometimes possible.
How quickly can I get a consultation?
The first session is usually scheduled within 1–3 business days of your application. During busy periods — up to 2 weeks.
Do you give specific buy/sell recommendations?
Yes. A consultation is a concrete analysis of your situation with practical conclusions. Final decisions, however, always remain yours.
How does mentoring differ from a one-off consultation?
Mentoring is systematic work over 1–12 months: regular sessions, on-demand access to expertise, real-time portfolio monitoring.
Is confidentiality guaranteed?
Confidentiality is a mandatory condition. Information about your assets is never shared with third parties. An NDA can be signed upon request.
How is payment made?
Bank transfer (SWIFT/SEPA) or cryptocurrency (USDT/USDC). Payment is made before the session. An invoice is issued on request.
materials
All materials →
Latest articles
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Main Street vs. Wall Street
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March 2026
Why do you need stocks?
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Shall we discuss your situation?calmly, with no sales pitch