Roy Weisert — Founder, Weisert Investment Services

Who Roy Weisert is

Roy Weisert is the founder of Weisert Investment Services, Inc., a registered investment adviser. Because the firm manages under $100 million in assets, it is registered with the Virginia State Corporation Commission — its state securities regulator — rather than the U.S. Securities and Exchange Commission (SEC). The firm and its advisers are recorded through the Investment Adviser Registration Depository (IARD) system operated by FINRA. Opened in 1993, the firm's advisory record spans more than three decades; Roy serves as its founding Investment Adviser Representative, bringing a Ph.D. and the CFP^® certification to the analytical process.

The investment function — strategy, methodology, research, analysis, recommendation — belongs to Weisert Investment Services. investment.tips is the delivery mechanism, operated by Investry Analytics LLC. Roy's role is founding investment strategist: the person responsible for the analytical process behind the recommendations Weisert Investment Services issues to subscribers across TSP, the TSP Mutual Fund Window, and other TIPS models such as stocks, ETFs, and mutual funds. The two entities are distinct partners; the advisory function does not transfer to the platform operator.

Track record

Weisert Investment Services has delivered TSP investment recommendations continuously for 12+ years of uninterrupted operation, serving a subscriber base of federal employees and military personnel who use the firm's track-specific allocation recommendations to make their own decisions in their Thrift Savings Plan and other investment accounts.

The record includes a documented test under severe market stress. In 2008, when the S&P 500 lost over 38%, TSP TIPS strategy gained +4.2%. That outcome reflects the systematic, signal-driven approach described below: allocation calibrated to reduce exposure during drawdown environments. It is one documented data point in a multi-decade record, specific to the TSP-track methodology — not a projection, and not representative of other tracks, which run different signal frameworks and fund universes.

Past performance does not guarantee future results.

The TIPS methodology

Trending Investment Portfolio Strategy (TIPS) is the cornerstone of Weisert Investment Services. Its roots trace to Roy's earliest investing in 1974, and it matured through the analysis behind his Ph.D. dissertation. TIPS is built on technical analysis and a "Momentum Stacked Strategy Model" with the three-step workflow process below.

Performance Ranking — WHERE to invest. Sectors and funds rotate in and out of favor over time, with distinct periodicities. The TIPS model ranks them daily — not quarterly or annually — across multiple time frames, weighting recent performance more heavily, and stays invested in the strongest performers. This allows for "Specific Diversity Selection, Not Continuous Diversification": concentrating in what is performing now instead of a return-to-the-mean "Buy and Hold" model.
Moving Averages — WHEN to invest (Part 1). On a daily basis, equities are assessed a grade based upon their Performance Ranking, which then triggers a set of short and longer-term Moving Averages (MA). If specific criteria are met, the buy workflow moves to the next stage.
Candlestick Reversals — WHEN to invest (Part 2). The final buy step in the Momentum Stacked Strategy is to look at the trend, which is characterized by a breakout as candle color changes from red to green using buy and sell stops. As long as the bar stays green, let the trend be your friend and ratchet up the sell stop price. Eventually that green bar color will turn red, which triggers the sell stop, and then the process repeats itself.

Bottom line. Think of this like driving a car. When in town there's a constant stream of short green and red lights, or consolidation of the security. When you get an upside breakout, you made it to the interstate and are breaking out (green-light trend). When you come up to your exit, you'll be slowing down and eventually see a red light. Sell and let the process repeat itself — on to your next destination.

What Roy does, and what investment.tips does not do

Roy researches and produces the recommendations Weisert Investment Services issues. He monitors market signals, evaluates allocation conditions across the relevant fund universes, and issues a recommendation when conditions call for a change — or holds when they do not.

What Weisert Investment Services produces via investment.tips is track-specific recommendation output: percentage allocations across the available fund lineup for the TSP and TSP Mutual Fund Window tracks, and Buy Stop / Sell Stop signals for the stocks, ETFs, and mutual funds track. Cadence varies by track — the stocks track publishes daily; other tracks specify cadence on their landing pages. Recommendations are track-specific, identical for every subscriber on a track, and not individualized to any subscriber's situation.

What investment.tips does not do: it does not hold subscriber funds, does not access subscriber brokerage or TSP accounts, does not execute trades, and has no visibility into any subscriber's portfolio. Every subscriber executes every trade or allocation change themselves, at their own account, on their own timeline.

Author biography

Roy Weisert's career combines more than five decades of military and civil service, concurrent with his interest in investment strategies and financial practice.

Education. B.S. in Analytical Management, United States Naval Academy (1976); MBA in Finance, Golden Gate University (1985); Ph.D. in Business Management, Warren National University (2007). His doctoral dissertation, "Investment Strategies: Buy and Hold versus Market Timing and the Relationship to Portfolio Performance," directly informs the TIPS methodology. (Phase 1 tested whether a trading strategy on a single fund or index could improve performance; Phase 2 combined that with a ranking methodology against a traditional asset-allocation model.)

Military service. Following his 1976 Naval Academy graduation, Roy served as a Naval Flight Officer. Over a 24-year active-duty career he accumulated 3,000+ flight hours in F-4 Phantoms and F-14 Tomcats, with 830 carrier landings. He retired from the Navy in 2000.

Concurrent financial career. Roy did not wait for military retirement to build his investment practice. He earned his MBA in Finance in 1985 while on active duty, and in 1993 — still serving — he founded Weisert Investment Services, Inc. and became an Investment Adviser Representative of the firm, which has operated continuously as a registered investment adviser for more than three decades since. He achieved CFP^® certification while serving in active-duty military status.

Post-Navy. After his 2000 retirement, Roy entered U.S. Civil Service while continuing his investment-services work. His 2007 dissertation completed the formal academic grounding for methodologies he had been developing across decades of practice.

Regulatory standing and verifiable references

Weisert Investment Services, Inc. has been a registered investment adviser since 1993. As a firm with under $100 million in assets under management, it is registered with the Virginia State Corporation Commission. Roy Weisert is an Investment Adviser Representative of the firm. Regulatory filings, including Form ADV, are submitted through the FINRA-operated IARD system and are publicly available through the SEC's Investment Adviser Public Disclosure (IAPD) database. The firm's CRD# is 1116760 and its principal office is at 1600 Wildwood Drive, Virginia Beach, VA 23454.