Disciplined Investment Management

Disciplined Manages Investment Portfolios

for high net worth clients and business owners
who tend to be either retired or planning to retire,
with accounts of $1 million or more.

We don’t try to beat the market.
Instead, our priorities are to manage risk,
achieve your goals, and give you peace of mind.

Author: Peace of Mind Investing

Written for retirees and those planning to retire, this book offers an easy-to-apply approach that will help you achieve your goals, sleep well at night and enjoy peace of mind.

Available at Amazon

disciplined Retirement Central

Retirement Planning for Your Peace of Mind

We employ highly sophisticated software to
devise strategies to help you retire with peace of mind.
Each client gets their own website with Disciplined Retirement Central,
providing you with a complete view of your financial picture.

Disciplined Retirement Central

Cost-Efficient Retirement Plans

Disciplined manages retirement plans as a fiduciary, employing low-cost index funds and managing risk. We work closely with you to maximize the value of your plan.
Welcome to a new world of retirement plan management.

Thought Leader on Investing and Retirement

Frequently in the media,
Larry Stein is also a regular Contributor to MarketWatch.