The Professional Intelligence System For Growing Wealth In The New Regime
Turn your portfolio into a compounding machine that builds wealth using a step-by-step system, with proven tools, professional analytics, and direct support from me. The framework I built managing 8-figure funds, and still run my own money on today.
Over the years, I've been featured in:
I'm not teaching ideas from a textbook. Everything you'll learn about building, growing, & future-proofing your portfolio comes from managing real money, through every market regime.
15+ years of investing experience. Multiple 8-figure funds managed as a pro. Thousands of investors trained worldwide. Here's why it matters.
I spent over a decade as a professional investor — managing multiple funds as both portfolio manager and CIO — before leaving the industry in 2023 to run my own money full-time.
After a 12-month sabbatical travelling the world, I missed sharing my passion with others. Investing was lonely, and I could see a generational shift underway that regular investors simply weren't equipped for.
That's when I created Invested Intelligence® — the system I built as a pro and still run my own money on, and a community to share ideas with fellow investors.
Learn more, and join me below.
Previously, I've created and delivered programs for educators including:
The regime changed.
Most strategies didn't.
Most investors are following strategies built for a world that no longer exists. Here's why they're falling behind.
The easy money era is over
Four decades of falling rates made every strategy look like genius. Capital was cheap. Bonds rallied. Stocks rallied. Everything went up. That world ended in 2022 and it isn't coming back. Higher rates, structural inflation and volatility are now the baseline — not the exception.
The smart money has moved on
Passive investing peaked in popularity right before the regime shifted. Today capital moves faster and narratives shift more quickly. Entire sectors can rise and fall in months rather than years. A lot of investors are starting to feel this as their returns disappoint and the old rules stop working. The new regime requires active management.
Macro matters more than ever
Many investors feel the market is rigged against them. They're just swimming against a tide they can't see. Professionals who understand the regime use macro forces to their advantage. The current cycle of higher inflation, rates and volatility all point to one thing — active management. And only those with the right systems will prosper.
Here's what people are saying
Testimonials taken from my current and previous programs.
Discover the professional intelligence system to grow wealth in the new regime
Here's everything you get inside the
Academy Course
6 modules. 28 lessons. 15+ years of investing wisdom.
The modules
Before you can beat the market, you need to understand how it actually works. Most investors never learn the rules — they just react. This module gives you the foundation everything else is built on.
Markets move in cycles. The investors who know where they are in the cycle consistently outperform those who don't. Learn to read the regime and position accordingly.
Rates, inflation, earnings, sentiment. Every market move has a driver. Once you understand the forces behind the price, you stop being surprised by it.
Most people pick stocks based on tips, headlines, or gut feel. This module gives you the same systematic screening process used by professional analysts — so every stock you consider has already earned its place.
Finding great investments is only half the job. Sizing, diversification, and drawdown protection determine whether you actually keep the gains. This module covers portfolio construction from first principles.
Most investors lose money not because they lack knowledge, but because they can't control their own behaviour. Fear, greed, and overconfidence are the real enemies. This module gives you the framework to beat them.
Invest confidently with fully adaptive systems, tools & analytics
Here are some of the systems, tools and strategies that members get access to.
How members are using Invested Intelligence® to stay ahead of the market
Finding great stocks is one thing. Buying them in the wrong regime can still cost you.
Most investors skip straight to stock-picking and wonder why their returns disappoint. The Macro Map reads five real-time signals to tell you exactly what regime you're in — so every allocation decision, across every asset class, starts from the right foundation.
True diversification goes beyond the MSCI World.
Most investors think they're diversified. They're not — they're just holding different versions of the same bet. This shows you where money is actually moving across countries and sectors, before it shows up in your statement.
Confused why your stock dropped the day after you bought it?
The sector explains more of that move than the company itself. This tracks fundamental momentum using ISM data across every major industry — so you can spot the trends that matter weeks ahead of the crowd.
Not sure how to pick stocks — or whether the ones you hold still make the cut?
This applies the same systematic filters professional analysts use to screen thousands of stocks across global markets. Every name you look at has already passed a rigorous test. No guesswork. No noise.
The biggest wealth shifts come from trends most people miss until it's too late.
Inflation. AI disruption. Demographics. Energy transition. Ready-made watchlists — including James' personal favourites — track the secular forces quietly reshaping wealth across every market. Build your portfolio around what's coming, not what's already happened.
AI is the most disruptive force in a generation. Most investors have no idea how exposed they are.
This scans your holdings across stocks and ETFs and gives you a clear picture of your disruption risk and upside exposure — before it shows up in your returns. Manage the risk. Capture the opportunity.
Unlock more with a 7-day free trial
Try it now. Cancel anytime.
Never feel alone in the market with James' direct support every step of the way
Get direct personal access to James with your 1:1 strategy call, community feedback, and Q&A.
Go from worrying what the market might do, to complete confidence in your investing
Here's what you'll walk away with after joining the program.
You'll have a proven system that adapts to the regime, instead of following flawed wisdom.
Most strategies were made for a world that no longer exists. Go from being at the mercy of the market to having a professional framework that guides you on exactly what to do — and why — whatever the market throws at you.
You'll be confident in every position you hold, and know exactly how to find great opportunities.
Knowing what to buy is one thing. But knowing when to buy — or when to step aside — is just as important. You go from second-guessing every decision to having a repeatable process that removes the noise and keeps you positioned on the right side of the regime.
You'll stop losing money to the same old mistakes, and start compounding with clarity and conviction.
No matter the regime, or market. You go from buying and hoping it works out, to knowing your portfolio is built on the same institutional-grade intelligence the smart money has always used.
Your best investment yet.
But not for long.
Access the system, tools, and community to grow your wealth in any regime – plus my direct support every step of the way. All with a no-risk, 7-day free trial.
Invested Intelligence® + Academy Course
$3,495
12-Month Access
JOIN NOW PAY IN 2 MONTHLY INSTALMENTS OF $1,849
Frequently Asked Questions
This course is made for any investor looking to get a better understanding of the markets. It condenses years of professional insights to show you how to build and grow your portfolio using the systems and strategies I still use to this day.
Whilst compliance prevents me from making any performance statements, I firmly believe that the program provides every possible advantage to retail investors who are looking to learn a professional approach to the markets. I wouldn't risk my reputation if I didn't fully believe in it.
I'm always looking for ways to improve the program by adding new modules and new courses based on community feedback. There are regular updates from me in the membership.
This is for any investor who wants to build and grow their portfolio. The course covers all of the major asset classes and their drivers, and you might choose to specialise in one market, or invest across them all. You'll see that they're driven by common top-down factors.
If you're looking to get rich quick or turn trading into your full-time job, this probably isn't for you. This is for investors looking to apply a professional approach to the markets, with positions held for several weeks, months, and sometimes years. Whether you're looking at momentum, monthly asset allocation, or building a quality stock portfolio for the long run, you have all the tools to do that.
No. This is not financial advice. Compliance prevents me from making any recommendations or performance claims, and I think that's right. Anyone promoting themselves otherwise likely isn't regulated, or might otherwise be hiding behind a registration in a less reputable jurisdiction. As a qualified professional, I'm able to provide commentary and guidance, along with the analytics, for educational and informational purposes only.
Yes. Whilst I'm an advocate for active management, that doesn't mean you have to pick stocks. You can invest in all of the major asset classes — and many of their sectors — by finding a suitable ETF. I've even built a tactical asset allocation model which runs on a small number of common ETFs. The difference is that you're not just buying and holding.
I'll work with you to improve your strengths and overcome any weaknesses. If you want to become a better investor, this course will help you do just that.
