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An Individual Investor includes a retail investor who is not licensed and researches and/or invests on their own behalf.

A Licensed Financial Advisor (If you hold a FINRA license and work as a financial advisor and/or work for a Registered Investment Advisor, please register as a Licensed Financial Advisor/RIA.)

An Institutional Investor includes working in any capacity for a Private Client Group within a Registered Broker-Dealer, Hedge Fund, Pension Fund, Labor Union Fund, Endowment Fund, Mutual Fund, or Investment Management Company that advises ETFs.

Three stocks carefully selected for a Beginners risk/reward profile 

Quarterly earnings updates on the 3 stocks

1 article per month 
by Portfolio Manager, Knox Ridley

1 article per month 
by Lead Tech Analyst, Beth Kindig 

Upgrade to Pro to view the I/O Fund portfolio and to receive full library of research.

View the I/O Fund’s top-performing portfolio

Unique deep dives and Research – this is the cornerstone of our site as Beth is known for being first to a thesis

New stock tips – carefully selected for a top-performing tech portfolio

Critical fundamental updates on the I/O Fund’s portfolio positions

Quarterly webinars to prepare you for earnings season

Upgrade to Advanced for real-time trade alerts and weekly portfolio webinars held Thursdays at 4:30 p.m. EST

You get everything from PRO!
Plus, these additional Advanced benefits ...

Real-time trade alerts for every position the I/O Fund buys and sells sent to your phone and email

Weekly webinars with the I/O Fund portfolio manager covering the I/O Fund positions held Thursdays at 4:30 pm EST. 

Detailed buy and sell plans with technical analysis for every trade the I/O Fund makes 

Broad Market analysis that covers all major US markets, several global markets, crypto, bonds, and futures.

Access to the Advanced Market Signals forum, where the I/O Fund Portfolio Manager posts critical updates.

Automated hedge signal, developed by the WealthUmbrella team, to help warn of heightened risk in the markets.

Free weekly stock analysis delivered to your inbox

Direct Access once per quarter to the I/O Fund team

Submit questions prior to a direct phone call and the I/O Fund team will answer your questions

This level is for institutions, hedge funds, and other high-worth individuals who need a more customized approach

Add a proven team in tech as your personal analyst for one, low price

Next two calls are scheduled for February 2025 and May 2025.

Our newest plan: Fast-paced research on new stock ideas

Two stock ideas per month with comprehensive, deep dive analysis

Technical setups provided for stock ideas

Be the first to know about exciting companies in the tech sector

NOTE: the IOF Portfolio and Trade Alerts are only available in the Advanced Tier

Two stock ideas per month with comprehensive, deep dive analysisAdd a proven team in tech as your personal analyst for one, low price

The Most Popular Premium Research Plan provides tech stock investors fundamental stock analysis, product analysis, tech deep dives, tech webinars, access to a private member forum, live portfolio access to tech growth stock positions, plus access to our high conviction stock picks. 

The Best Value for serious tech stock investors who want real-time trade alerts, market signals, and macro analysis, plus full access to our growth tech stock positions, crypto, and moonshots. The Premium Advanced Market Signals plan includes a private member forum and a BONUS Active Trading Room. This top-tier I/O Fund plan also includes Pro Plan benefits: Fundamental stock analysis, product analysis, technology deep-dive analysis, and I/O Fund's high conviction stock picks. 

The Best Value for serious tech stock investors who want real-time trade alerts, market signals, and macro analysis, plus full access to our growth portfolio stock positions, crypto, and moonshots. The Premium Advanced Market Signals plan includes a private member forum and a BONUS Active Trading Room. This top-tier I/O Fund plan also includes Pro Plan benefits: fundamental stock analysis, product analysis, technology deep-dive analysis, and I/O Fund's high-conviction stock picks. 

Advanced Monthly Plan for Licensed Financial Advisors

The Best Value for serious tech stock investors who want real-time trade alerts, market signals, and macro analysis, plus full access to our growth portfolio stock positions, crypto, and moonshots. The Premium Advanced Market Signals plan includes a private member forum and a BONUS Active Trading Room. This top-tier I/O Fund plan also includes Pro Plan benefits: Fundamental stock analysis, product analysis, technology deep-dive analysis, and I/O Fund's high conviction stock picks. 

Pro Monthly Plan for Licensed Financial Advisor

The Most Popular Premium Research Plan provides tech stock investors fundamental stock analysis, product analysis, tech deep dives, tech webinars, access to a private member forum, live portfolio access to tech growth stock positions, plus access to our high-conviction stock picks.

Pro Monthly Plan for Individual Investors

Advanced Annual Plan for Licensed Financial Advisors

The Most Popular Premium Research Plan provides tech stock investors fundamental stock analysis, product analysis, tech deep dives, tech webinars, access to a private member forum, live portfolio access to tech growth stock positions, plus access to our high conviction stock picks.

Pro Annual Plan for Licensed Financial Advisors

Unlock high-conviction stock picks in I/O Fund's top-performing portfolio with 11% 2021 Returns. This Premium Essentials Plan comes with weekly tech stock analysis, high convict stock picks, and quarterly tech stock updates from the leading portfolio manager and tech analyst.

Essentials Annual Plan for Licensed Financial Advisor

Direct Annual Plan for Licensed Financial Advisors

@IOFundOfficial

@Beth_Kindig

@Knox_Ridley