Top Case Studies of 2015

By Heather Taylor0 Comments

It’s that time of year when we look back at the most inspiring client case studies of the last 12 months. In 2015, we learned about a client that doubled her account value in less than two years, a Wall Street Retiree that invests 80-85 percent of his portfolio in alternative investments, a man who invests in real estate long-distance, and more.

Revisit the top case studies below to learn more and discover how you could be successful in 2016.



Will you be the next client success story? Set up a free, no-obligation IRA checkup with a Senior Account Executive to discover how to get started with a self-directed IRA.