Leland B. Hevner

President of the National Association of Online Investors

Author of "The Perfect Portfolio"
 
 

Leland B. Hevner is a leading figure in the world of personal investing education and has been since 1997. He teaches personal investing classes at the college level, has authored 12 investor education publications and is the founder and president of the nation's premier supplier of personal investor education via the multi-thousand member organization, the National Association of Online Investors (NAOI).

Background

Taking early retirement from a successful business career in 1992, Mr. Hevner became a full-time investor. These were the "wild west" days of personal investing when all of a sudden individuals had the power to trade stocks from their home using the Web. While Mr. Hevner achieved a degree of success with his online trading activities, he saw that many individuals, tempted by the siren call of day-trading riches, were losing money hand over fist.  

Individuals in the early 1990s had the power to invest but not the knowledge of how to invest and this was a problem. Power without knowledge is a dangerous combination and Mr. Hevner watched as thousands of people lost incredible amounts of money through uninformed and naďve trading.  

Resolving to address this issue, Mr. Hevner founded the NAOI in 1997 to provide the public with the serious education they needed to become confident and successful investors. 

The NAOI Confident Investing Series and Certification

The NAOI Individual Investor 
Certification Diploma

To meet his goal of empowering individuals to take more personal control of their portfolios, Mr. Hevner created the NAOI Confident Investing Series, the nation's premier personal investor education resource. Detailed information is found at www.naoi.org. 

This offering consists of five multimedia courses, totaling close to 1,000 pages of material and covering a full range of investing topics. Each course includes a hardcopy workbook and an online component where students can access calculators, worksheets, Web links and online testing. The online component also enables the NAOI to continuously update the material to reflect current market dynamics and new tools as they become available to the individual investor. The courses are never out of date!

The Confident Investing Series is the gold standard of personal investor education today. These are the courses that should be offered in every high school and college in America but are not. They are only available from the NAOI.

Thousands of students have graduated from the NAOI investor education program and earned the NAOI Individual Investor Certification diploma as shown at left.     

The Perfect Portfolio

Mr. Hevner is also the author of one of the best selling and most innovative books in the market for empowering individual investors to take more personal control of their portfolios. Published by John Wiley & Sons, The Perfect Portfolio details a radically new and uniquely effective approach to portfolio design that can be used by investors of all experience levels to profit in virtually any market condition.

More than simply a book, The Perfect Portfolio more closely resembles a college course in investing. The book's online component provides calculators, worksheets and Web links that involve readers in a complete learning experience. Individuals who finish the book will have the knowledge, tools and methods they need to immediately begin investing successfully and with confidence.

The book's home page is found at www.perfectportfoliobook.com 

Among the many articles and interviews that mention this unique book is one in U.S. News and World Report: Click Here.

Praise for The Perfect Portfolio: From the Book's Forward

"Today's markets are rife with challenges that confound novice and professional investors alike. Thankfully, The Perfect Portfolio provides the type of 'outside the box' thinking that can enable individual investors to not only cope with these challenges but also to view them as profit-making opportunities."
Lynnette Khalfani-Cox, The Money Coach 

From the Book's Inside Flap

Today's world of personal investing is not a friendly place. Individuals are assaulted with an unending barrage of financial news, "expert" advice, investing tools, trading systems, and more, to the point where they are overwhelmed. As a result, most people simply entrust their portfolios to third-party advisers and, in doing so, lose control of their financial security.

Nobody is more familiar with this situation than author Leland Hevner. As President of the National Association of Online Investors (www.naoi.org) and a longtime educator in this field, he understands that to succeed in today's chaotic markets you don't need more news, advice, or analysis tools. Instead, you need a completely new and simpler approach to building an effective portfolio on your own—one that includes updated investing concepts and dramatically new ways of looking at the market. That's why he created The Perfect Portfolio.

Written in a straightforward and accessible style, this reliable resource shows you, step by step, how to use a revolutionary approach to investing called the Perfect Portfolio Methodology (PPM). Developed by Hevner over the course of his successful career and based on input from hundreds of individual investors, the PPM allows you to capture incredible returns under any market condition without exposing yourself to unacceptable risk or requiring you to devote an extraordinary amount of time to the investing process.

This is a book that financial advisers will not want you to read. Why? Because it takes them out of the loop by empowering you to make informed and profitable investing decisions on your own. The Perfect Portfolio places the power to control your wealth firmly in your hands, where it belongs.

The Perfect Portfolio is more than just a book. It also includes a supplemental online component you can access via the Web at www.perfectportfoliobook.com . 

The Perfect Portfolio can be purchased at your local bookstore or any online bookseller such as www.amazon.com 


Nationally Recognized Expert and Advocate for the Individual Investor

The national media has recognized Mr. Hevner’s status as a leading authority and innovator in the field of personal investor education as well as a strong advocate for the average individual with money to invest. He has appeared on the three major commercial TV networks, ABC, CBS, and NBC, as well as multiple times on the CNBC business channel and Fox Business channel as an expert commentator on new approaches to investing. He has been interviewed extensively on radio stations across the United States and is often quoted in the national press.  Refer to www.naoi.org/pressroom/  for examples of his media appearances.

Teacher

In addition to his activities as an author, expert commentator and President and CEO of the NAOI, Mr. Hevner also teaches the art and science of personal investing in the college classroom in the Washington D.C. area. This continuous interaction with the investing public along with constant monitoring of market dynamics enables him to revise the content of his courses and presentations to meet current individual investor needs.  

Mr. Hevner also supplies the investor education content of the Web's premier tax resource:  www.jklasser.com 

Consultant

Mr. Hevner has provided consulting services to governments, academic institutions and financial organizations around the world. Among his customers is the government of Dubai who tasked him with establishing a personal investor training program to empower the Emirate's citizens to participate in the economic growth of the area via their local stock exchange.


Education

Mr. Hevner holds an MBA from Purdue's Krannert School of Business, a B.S. degree in Computer Science from the Rose-Hulman Institute of Technology and minor degrees in Psychology and Russian. 

Contact

Mr. Hevner lives and works in Washington, D.C. where the National Association of Online Investors is based. He can be contacted at:

LHevner@naoi.org 

Or via phone at:

202-686-2556

For additional information related to Mr. Hevner's media and partnership activities related to the NAOI go to www.naoi.org/pressroom/