The Perfect Portfolio 

The Author


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Leland B. Hevner

The author is a leading figure in the world of personal investing education and has been for more than 10 years. He teaches personal investing classes at the college level, has written 12 investor education publications and is the founder and president of the multi-thousand member organization, the National Association of Online Investors (NAOI).

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 naïve 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. For this purpose, he created the nation’s first comprehensive and academically rigorous investor education curriculum called the NAOI Confident Investing Series. This offering consists of five multimedia courses that were then, and continue to be today, the gold standard of personal investor education.

Thousands of students have graduated from Mr. Hevner’s courses, accessed at naoi.org, and the NAOI has emerged as the nation’s premier provider of college-level, investor education.

In addition to his activities at the NAOI, Mr. Hevner also teaches the art and science of personal investing in the college classroom in the Washington D.C. area where he continues to revise his course content based on the input of his students and his ongoing monitoring of market dynamics. 

The national media have recognized Mr. Hevner’s status as a leading authority and innovator in the field of investor education as well as a strong advocate for the average person 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 as an expert commentator. He has been interviewed extensively on radio stations across the United States and is often quoted in the national press.  

Mr. Hevner has also provided consulting services to financial organizations around the world with his latest project being for the government of Dubai where he was tasked with setting up a personal investing training curriculum that would empower the country's citizens to participate in the economic growth of the area.

Mr. Hevner holds a B.S. degree in Computer Science from the Rose-Hulman Institute of Technology and an MBA from Purdue University. He lives and works in Washington, D.C. where the National Association of Online Investors is based. 

 

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