We Are Empowered Investor

Our Address 1908 Eastwood Drive Suite 320
Wilmington, NC 28403 | Map

Phone Office: (910) 256-4344
Or: (910) 256-4345
Fax: (910) 256-4346

Contact Us

Simplicity. Liquidity. Consistency.℠

That means…

  • No mutual funds
  • No annuities
  • No complicated financial instruments

We invest in the stock market, treating your money like it was our own and keeping it working for YOU whether the market is moving up, down, or sideways.

When you invest with us, you will know that we are ACTIVELY managing your account and not sending it off for others to oversee at your expense!

Consider this.

  • On 8/8/11 the Dow loses over 600 points
  • On 8/9/11 the Dow gains over 400 points
  • On 8/10/11 the Dow loses over 500 points
  • On 8/11/11 the Dow gains over 300 points
  • On 8/12/11 The Dow….

And it goes on and on, especially at certain times of year.

Now, consider this for a moment. Since most mutual funds sell at what is cleverly called Net Asset Value (NAV), you have to wait until the end of the day, or sometimes even the end of the month or quarter before your position will be sold!!! So, if you tried to sell in the morning on 8/8/11 when the Dow was just beginning its sell off, you would have to wait until the end of the day or later before you are sold at the price the fund determines your shares are worth in the market! And, over 600 points lost later, you would be sold at market! Wow. So, as you can tell, we here at Empowered Investor believe that these types of instruments do not give you the same type of liquidity, nor do they work best for you. Most often they work best for the fund company, but it’s your money. Start having your money work for you today!

Wow. So, as you can tell, we here at Empowered Investor believe that these types of instruments do not give you the same type of liquidity, simplicity, or consistency that buying direct in the market offers you.  We buy and sell for you and manage your account for you and do not trust or rely on the fund manager.  We have no proprietary fund relationships.  There are no agreements with any company whatsoever that will  pay us for pushing their funds on our clients.  You have no worries in trying to understand a Mutual Fund prospectus or other little “catches” often within an Annuity.  And, isn’t it nice to know that there are no surrender penalties on what we invest for you?  This type of business practice helps us to ensure that we are continually placing our clients needs first.

Empowered Investor believes that buying direct for you and maintaining simplicity, liquidity and constancy is the right path for all investors!