Invest with confidence.
Professional buy, sell, and allocation recommendations for wherever you invest. We send the signals — you move your funds. That's all there is to it.
Unlike most investment decisions, this one's simple: just your email address.
No account access. No minimums. We'll only email you about early access.
- A credentialed human, not an algorithm
- Keep your own brokerage credentials
Broad-market index allocation. Every recommendation arrives in this format — the action, the allocation size, the horizon, and a plain-English thesis you can read in seconds.
Example — illustrative of the format. Not a recommendation.
Works at brokerages you already use
- Fidelity
- Schwab
- Robinhood
- E*TRADE
- Vanguard
- TSP
- — and many others
Five minutes acting on professional analysis — or hours of stress over market volatility? Stop guessing.
Timely, actionable recommendations, driven by finance pros, without handing out your sensitive data. Keep that brokerage password to yourself.
Today's recommendations, at a glance
Open the app to a clear, dated feed of signals — what to buy, sell, or hold, with the thesis and the size. Nothing to configure, no noise.
Today
Tue · Mar 43 active recommendations · published when conviction is high
Broad-market equity ETF. The thesis cell explains, in plain English, why each recommendation was issued — so the action and allocation size aren't a black box.
TSP equity index fund. When a rebalance is recommended, the thesis cell explains why the target allocation is changing — without jargon, without homework on the user's end.
Investment-grade bond ETF. A Hold means there's no action to take right now; the thesis cell explains why the position doesn't need changing, so you can move on with your day.
Interface preview. Final design may differ. Recommendations are illustrative. Not real recommendations. Prices and data are fictional.
A credentialed human — not a black box.
We partner with Weisert Investments — a Registered Investment Advisor whose chief strategist, Roy Weisert, Ph.D., is a CFP® professional — for strategy and analysis. No models guessing in the dark, no crowd-sourced tips — just clear reasoning you can read and act on.
You'll always see the thesis, the conviction, and the size. When there's nothing worth doing, we say so.
Your account stays yours.
We send you the alert; you move your funds at whatever brokerage you use. Keep those account credentials to yourself — we never ask for them, and we never connect to your account.
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No account access
We never link to your brokerage or hold your credentials. You stay in full custody of your money.
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No minimums
Act on what fits your plan. There's no minimum balance and no assets under management.
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No algorithms
Recommendations come from a credentialed person with a verifiable professional record — not an opaque model.
Frequently asked questions
When will investment.tips launch?
Launch timing is the question we are most often asked. We will email waitlist members well before launch with the date and what to expect on day one. Waitlist members receive launch-day access ahead of the general public.
How is this different from an algorithmic platform or a traditional wealth manager?
Algorithmic platforms manage assets you link to them — software places trades on your behalf. Traditional wealth managers establish a fiduciary relationship and manage assets you transfer under their care for a fee. investment.tips delivers expert investment recommendations developed in partnership with Weisert Investments, a Registered Investment Advisor — whose chief strategist, Roy Weisert, Ph.D., is a CFP® professional. You receive the recommendations and execute them yourself at your own brokerage. No account linking. No assets under management.
What providers does investment.tips support?
At launch, investment.tips will deliver expert investment recommendations for the Thrift Savings Plan — including the TSP Mutual Fund Window — and for major brokerages like Fidelity, Schwab, Robinhood, tastytrade, E*TRADE and many others. Basically, any brokerage allowing daily trading.
Who is Roy Weisert?
Roy Weisert, Ph.D., CFP® professional, founded Weisert Investment Services, Inc., a Registered Investment Advisor. For more than twelve years, Roy has delivered TSP investment recommendations through TSP TIPS — the predecessor service from which investment.tips evolved. investment.tips delivers recommendations developed in partnership with Weisert Investment Services, Inc.; the platform is operated by Investry Analytics LLC. A more complete background is being prepared at https://investment.tips/about/roy.
How does founding-member early access work?
Founding-member early access was open to waitlist members who reserved a founding seat and activated their account before the window closed. During that window, founding members received full, free access to every investment.tips track and every plan, and could decide whether to keep their plan before being charged. That window has now closed. The waitlist continues as a notify list — you'll hear from us when we launch publicly.
Be first in.
Founding-member early access has closed. The waitlist continues as a notify list — you'll hear from us when we launch publicly.
No spam, no account access required. Just your invite when we open the doors.
While you're waiting
THE COMPLETE GUIDE
Everything to know about the TSP Mutual Fund Window.
How the MFW works, who qualifies, what it costs, and why allocation decisions inside the Mutual Fund Window require a different discipline than the core TSP funds. Background reading from Weisert Investments, the Registered Investment Advisor behind investment.tips.
Read the full guideSelf-directed investor guide
The Self-Directed Investor's Guide to Expert-Recommendation Services
A practical framework for evaluating expert-recommendation services — how they work, what to look for in a provider, and how to decide whether one fits your investing approach.
Read the guide