Create your unique
Index Funds STRATEGY with our free checklist!
Tired of hearing the same non-sense advice to "only buy one index fund"?
Or have you been investing in index funds without a clear strategy and plan?
Or have you been investing in index funds without a clear strategy and plan?
Our FREE Strategy Checklist includes the 8 steps to create a unique index funds strategy that fits your goals, time-horizon, and preferences!
To get this free resource, simply enter your email address below.
By providing your email, you agree to receive our news. Unsubscribe any time.
By providing your email, you agree to receive our news. Unsubscribe any time.
Get the 8 steps to create an Investing Strategy unique to your needs.
Meet Finance Latte's founder.
Hi, I'm Margarita Tr., CFA, a former Wall Street executive and CFA charter-holder who oversaw a $2B Equity Fund.
Before I became a professional investor, I started trading stocks with a friend without a clear strategy.
So I've been in your shoes.
It was only when I started working within wealth management and asset management that I learned how to pros build portfolios based on the clients' unique needs.
Learn the investing basics from a professional investor, not a finance influencer.
Before I became a professional investor, I started trading stocks with a friend without a clear strategy.
So I've been in your shoes.
It was only when I started working within wealth management and asset management that I learned how to pros build portfolios based on the clients' unique needs.
Learn the investing basics from a professional investor, not a finance influencer.
Write your awesome label here.
Download our free Strategy Checklist now and start investing!
Don't miss out on this opportunity to learn from a former Wall Street Executive at the world's largest Wealth Manager.
Created with
