About SweetSpot Investments LLC
SweetSpot Investments LLC is a registered investment adviser. The company's
principal member is Neil Stoloff, a former federal environmental lawyer and a student of investing for over 25 years. Neil
publishes The SweetSpot Investment Letter, an annual publication with updates as warranted. Currently he is fully invested
in the SweetSpot Investment Strategy.
Early in his investing career, Neil learned firsthand that the financial-services industry
suffers from an inherent conflict of interest with its customers. His first broker churned his account mercilessly, caring
only about generating commissions while showing indifference toward Neil's investment results.
Unable to find a financial professional he could rely on to faithfully
represent his interests, Neil seized control of his finances. He had to discover for himself, after much trial and error,
what works and what doesn't when it comes to investing for maximum returns with minimal risk. After sharing what he learned
with family and friends, he decided to make available to all individual investors the sense of empowerment that comes from
taking responsibility for your own financial well-being.
It is ironic that before he could charge a fee for his
services, Neil was required to join the ranks of the very industry he has held in such disdain. Still, he has taken steps
to ensure that his interests are fully aligned with those of his investors. He accepts no compensation from Fidelity Investments
or any other broker or fund sponsor for recommending their services or funds. His strategy takes an investor-friendly
approach that is hands-off; entails minimal "friction" costs (commissions, trading fees, or short-term tax liabilities); and
enjoys favorable long-term capital-gains tax treatment. The strategy is grounded in science but also easy to understand.
Investors are thus less likely to abandon it in the face of meaningless short-term setbacks that can shake out shareholders
who don't understand their investments. It is hoped that investors will accept the only conflict Neil was unable to avoid:
that the payment of his fee will reduce their investment returns by a like amount...
The bottom line is that if the SweetSpot Investment Strategy performs
well, Neil stands to do well and so do his investors. If it doesn't, Neil will suffer more than anyone who invests
with him, at least in percentage terms. That is just as it should be....
