Build Your Investment Foundation

Most people approach investing with hope instead of strategy. We teach you to think like an analyst, understand market mechanics, and make decisions based on evidence rather than emotion. Our program covers everything from portfolio construction to risk assessment—all grounded in real market behavior.

Start Your Journey
Investment theory learning environment with market data and analysis tools

What You'll Actually Learn

Six focused modules that take you from basic concepts to practical application

01

Market Fundamentals

Understanding how markets really work—not the simplified versions you see in headlines. We cover price formation, liquidity, and why certain patterns emerge repeatedly across different asset classes.

02

Portfolio Theory

How to build a portfolio that matches your actual risk tolerance. You'll learn diversification principles, correlation analysis, and why some strategies fail during market stress.

03

Financial Analysis

Reading financial statements and understanding what numbers actually tell you about a business. Balance sheets, cash flow statements, and ratios that matter more than others.

04

Valuation Methods

Different approaches to determining what something's worth—and when each method works best. Discounted cash flow, comparable company analysis, and understanding valuation limitations.

05

Risk Management

Identifying risks before they hurt you. Position sizing, stop-loss strategies, and building frameworks that keep you in the game long-term rather than chasing short-term wins.

06

Behavioral Finance

Why smart people make poor investment decisions. Common cognitive biases, emotional triggers, and building systems that help you stick to your plan when markets get volatile.

Learn From Practitioners

Our instructors have spent years in portfolio management, risk analysis, and financial planning. They've seen multiple market cycles and know the difference between theory that sounds good and strategy that actually works.

Sienna Thorne, portfolio strategist and investment theory instructor

Sienna Thorne

Portfolio Strategist

Spent 12 years building institutional portfolios before transitioning to education. Specializes in teaching risk assessment and portfolio construction with a focus on long-term sustainability.

Raina Kellerman, quantitative analyst and market behavior specialist

Raina Kellerman

Quantitative Analyst

Background in statistical modeling and market microstructure research. Makes complex quantitative concepts accessible without dumbing them down—you'll understand both the math and when to use it.

Vesper Langlois, financial planner and behavioral finance instructor

Vesper Langlois

Behavioral Finance Lead

Works with clients who've made every mistake in the book—and learned from them. Teaches the psychological side of investing that most programs ignore but that often determines success or failure.

Program Schedule & Commitment

This is a 16-week program requiring about 8-12 hours per week. That includes live sessions, case study work, and independent reading. We run two cohorts in 2025—choose the timing that fits your schedule.

Fall 2025

September Cohort

September 15 – December 22, 2025

Our fall cohort runs during market's traditionally active period. You'll see theory play out in real-time as year-end positioning and fourth-quarter dynamics unfold.

  • Live sessions Tuesday & Thursday evenings
  • Weekend office hours for questions
  • Access to recording library
  • Final project due mid-December
Apply for Fall

January Cohort

January 12 – April 27, 2026

Start the year building your investment knowledge. This cohort captures first-quarter market dynamics and earnings season—perfect timing to apply valuation concepts to fresh data.

  • Live sessions Monday & Wednesday evenings
  • Sunday study group sessions
  • Full course material access
  • Capstone project in April
Reserve Winter Spot