History proves that long-term investing is the key to financial success. Our education and research programs help you identify superior stocks and mutual funds consistent with your investing style and tolerance for risk. We employ dozens of time-proven fundamental valuation techniques to identify investments with strong prospects for higher profits and better returns with lower risk.

Monthly Investor Journal

Each issue of the educational Investors Alliance Investor Journal features in-depth research articles, timely investment news, and guidance from professionals all aimed at improving your investment results. You profit by learning firsthand what the investment experts are doing now. We regularly interview mutual fund managers and alert you to new opportunities, helping you select investments that promise substantial return at relatively moderate risk. Our four and five diamond fund directory lists the top mutual funds with the best risk-adjusted returns. Spotlight Stocks highlights emerging profit opportunities that institutions have overlooked. When the giant institutions subsequently move into these investments, your profits can soar. The monthly stock screens focus on undervalued stocks and mutual funds that sell below intrinsic value as determined by a sophisticated series of quantitative computer models. The Investors Alliance Investor Journal gives you new insight into investment opportunities judged to be outstanding by market experts.

Computer Screens of Stocks and Funds

Our computers scan nearly 15,000 securities each month in search of investment bargains... and they do show up! Our research, published monthly in the Investor Journal, tracks the best performing stocks and funds. Stock investors profit from screens that list the most conservative, highest-yielding, fastest growing, most undervalued stocks, and more. Mutual fund investors learn which funds have the lowest costs, the most conservative portfolios, and which are the safest in bear markets.

Mutual Fund and ETF Rating System
The system on a daily basis does a rating for every open-end fund, closed-end fund and exchange traded fund (ETF).  Each month in our monthly journal, we list the top 50 open-end funds and the top 25 closed-end funds and ETFs. This information is also posted on the web site.  Other well known fund rating systems can let investors down during bear markets.  One well known rating firm gave hundreds of mutual fund top ratings as the funds lost 10 to 30% in 2000 and 2001. Investors Alliance mutual fund and ETF rating system would have kept you out of those funds.  Key components of our system were developed in the early 1990s and have been refined over the past decade.

Investors will not find any comparable system for mutual funds or ETFs available anywhere else or at any price.  This tool is especially powerful for the rapidly growing ETF investment sector because the current tools for ETF analysis are lacking in sophistication. 

The rating system can be combined with our asset allocation models and our other models to maximize your returns and to protect your portfolio. In the summer of 2008, we will be adding a web based version of this program so members can expand the power of the system and customize the analysis to fit their specific criteria.  
 

Toll-Free Annual Reports

Annual reports are one of the best ways to get the background behind the numbers, and we can save you hours tracking them down. You simply dial a convenient 800 number and the requested reports are delivered to your home.

Annual Dividend Reinvestment Plans

Pay no stockbroker commissions! Members receive an annual directory of 1,000 companies with dividend reinvestment programs. Learn about 145 major companies that give you a little known 5% or 10% discount if you buy stock directly from the company. Avoid paying commissions and get a discount too! Learn which companies allow you to buy your first share directly and pay no brokerage commissions.

Investment Self-Study Course

Investing Strategies, our 25-chapter self-study tutorial and reference book, covers ten major topic areas, including wealth building through investment, mutual fund and stock analysis, selecting stocks and funds for profit, sources of investment information, analyzing annual reports, reading the financial pages, and protecting against bear markets. Comparable educational courses cost $50 or more.

Survey of Discount Brokers

We survey dozens of discount brokers and identify brokers offering the best value and service. Anybody can give you a list of commissions, but what you need to know is what members report about their experience in dealing with these brokers. Our survey, in electronic format for computer members, reveals which brokers trade stocks commission free. Some require specific account sizes; others allow you to "short" stocks free.

Market Intelligence Network

Another major benefit of membership is access to other members who can help you evaluate investments and share real-world experiences with brokers or investments that you may be considering. You join a network of thousands of other members who share your interest in investing, members from every walk of life with education, experience and knowledge about investing. Join, make friends, and benefit from our grass-roots intelligence network.

Zero Commission Stock Trades

Through special arrangement with a leading discount broker, you will receive two vouchers that may be exchanged for 100% commission-free trades! Any stock! Any U.S. exchange!

Mutual Fund Analysis

Are you in the best mutual fund? Answer a few simple questions and Power Investor targets funds that meet your requirements. Find funds that have beaten the S&P 500 index. View detailed information on any fund or fund family. Compare funds with the same investment objective side-by-side, or chart their timing to help you maximize profits and sidestep market declines. Fund prices (NAVs) and return data go back up to twenty years. You'll also find risk measures, distributions, portfolio manager names, addresses, toll free phone numbers, sales loads, 12b-1 charges, expenses, risk-adjusted fund rankings and more.

Portfolio Management

Gain better control over your portfolio and make record keeping a snap. Your portfolio is automatically integrated with the Power Investor software, so when you update prices by modem, your portfolio is brought up-to-date as well! Print insightful reports, monitor multiple portfolios, compare different investing strategies, and display an immediate analysis of your portfolio's performance.