Build a safer, smarter portfolio without a financial advisor—by replacing bond funds and broken ETFs holding you back.

This guide shows you how to finally build a portfolio that protects and performs.

You’ll uncover which ETFs are quietly hurting you, how to fix your 401(k) or IRA, and what smart investors do to stay safe and grow—all without hiring a financial advisor.

✅ Fix your 401(k), IRA, or brokerage account in one weekend

✅ Steal portfolio examples that beat lazy advisors

✅ Spot the ETF traps that cost investors thousands (even hundreds of thousands!) over time

List Price: $97

-51% $47 (one-time payment)

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You picked the low-cost funds. You selected the "aggressive" or "moderate" default portfolio in your 401(k). Maybe you rolled into an IRA to lower your fees.

You set it and forgot it.

But deep down, you know something’s off.

The so-called “safe” options aren’t doing their job—and they’re putting your future at risk.

You’ve outgrown the one-size-fits-all strategy.

That cookie-cutter mix of stocks and bond funds won’t protect you in this market—and it may quietly erode your future.

It's time for a real plan.

First off, thank you for your interest in my Guide. I'm Nicholas Crown.

I spent my career building institutional bond strategies, running daily risk across hundreds of millions, and now I’m handing you the framework most individual investors never see. Currently at my firm, I advise high- and ultra-high-net worth clients on their wealth based on this exact framework.

This ebook gives you the tools to finally build a portfolio that’s structured, protected, and designed to perform in real-world conditions without hiring someone like me.

I promise you that you won't find anything like this Guide anywhere else.

This is the kind of portfolio design people pay thousands to get from a financial advisor—if they’re lucky. You’re getting it for the price of lunch.

You started with $250,000.
Not MILLIONS—just enough that every mistake damages your future.

❌ Typical Portfolio

• 7% average return
• Big losses in bad years
• Emotionally draining
• $250K → ~$700K in 20 years (if you stay the course)
  

✅ Structured Portfolio - Like in This Guide

• 5–7% return with downside protection
• Built for real-world markets
• Keeps you invested through any cycle
• $250K → ~$900K in 20 years—with lower risk
  

You didn’t gamble. You didn’t guess.
You built something that lasts.

Who This Is For?

This guide is for long-term investors who are ready to build a portfolio that actually works—not just looks safe on paper.

You don’t need to be an expert. You just need to be done wasting time and returns on default strategies that fail when it counts.

100% Digital. Instant Access.

Delivered straight to your inbox. Mobile-friendly PDF. No fluff—just structure.

✅ SECURE CHECKOUT
✅ 88 mobile-friendly pages
✅ Built & written 100% by me, Nicholas Crown (Lisenced Financial Advisor & Former UBS Fixed Income Arbitrage Trader)

Please note: Due to the digital nature of this these products, we do not offer refunds.

CRAZY GOOD BONUSES - INCLUDED FOR FREE!

Get all THREE instantly when you grab the guide.

✅ ETF Vetting Checklist

Spot flawed ETFs in seconds.
Use this printable tool to check for structure, risk, cost, and purpose—before they drain your returns.

✅ “Hold This, Not That” Cheat Sheet

Quick swaps that make a massive difference.
We show you what most investors are holding—and what the pros use instead (with tickers).

✅ 401k & IRA Audit Tool

Clean up what you already own.
Match plan tickers to better alternatives, flag dead weight, and decide how to reallocate with confidence.

DISCLAIMER: The views expressed in this guide are my own—based on years of experience in institutional trading and portfolio strategy. This is not personal financial or tax advice, and it does not necessarily represent the views of Revise.

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