Who We Are — Union Investment
Union Investment is more than a company — we're a community of experienced investors who've spent 22 years helping people just like you navigate the markets. No complicated jargon. Just real strategies that work.
  • George Cohen
  • Joel Klarman
  • Naval Sacca
  • Reid Neff
The numbers don't lie.
  • 46%
    Of new investors choose heavily promoted investment products and end up earning lower returns
  • 32%
    Of first-time investors have been misled or deceived by unreliable platforms, advisors, or investment offers.
  • 78%
    Of first-time investors make costly mistakes due to lack of guidance.
We started creating these guides back in 2004.

Every year since, we’ve updated them with new strategies, market insights, and lessons learned from our community.

We didn’t create them to sell anything. We created them to help — whether you’re just starting out or already investing.

And yes, they’re completely free.

Always have been. Always will be.
Get Your Free Guide
Please answer a couple questions
Over 22 years, we've gathered a lot of investing knowledge — too much to send in one email. Everyone's experience is different, so we split our course into parts. Complete the form below so we know exactly what to send you first. Don't worry — inside the guide you'll find links to the rest. Everything is free.
1. What is your main financial goal?
2. What is your experience with investments?
3. How much are you planning to invest initially?
4. When do you plan to invest?
5. Which products have you invested in before?
6. How long do you plan to invest for?
We will send the guide to this email address.
Phone number is used to provide instructions on how to join the private community in your country.
Thank you!
Welcome to the community.

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Inside This Guide (Written Since 2004):
Part 1: Where Beginners Go Wrong
Most new investors start with heavily promoted products and end up earning less than the market. We’ll show you the common traps — and how to avoid them.

Part 2: The Simple Way to Start Investing
You don’t need complicated strategies. We break down the exact first steps beginners can take to start investing with confidence.

Part 3: Avoiding Costly Mistakes
Many first-time investors lose money in their first year simply because no one explains the basics. This chapter covers the mistakes that cost beginners the most.

Part 4: Spotting Scams & Bad Advice
More investors than you think have been misled by unreliable platforms, “gurus,” or too-good-to-be-true opportunities. We’ll show you how to recognize them instantly.

Plus: Every chapter includes links to deeper guides — because one email can’t hold everything you should know before making your first investment.
About Us
22 years of experience
Union Investment — private community of investors since 2004.
10,000+ members
Real investors. Real results. Real community.
90+ Countries
Investors in 90+ countries have joined their country private community.
130+ investment guides
Step-by-step strategies, research, and frameworks built from 20+ years of investing experience.
Union Investment Around the World
From small meetups to large gatherings — our community connects investors across 90+ countries.
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