Based on former SEC attorney Ted Siedle's investigative framework

They Don't Need to Steal.

The Law Lets Them Take It.

Hidden fees, opaque valuations, and fine-print conflicts of interest extract billions from everyday investors — pension trustees, retirement savers — all completely legal. Forensis teaches you to see what they don't want you to see.

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Downloadable forensic checklist toolkit for spotting hidden fees, opaque valuations, and conflicts before they drain capital.

No spam. No broker. Just the intelligence to protect what's yours.

The Three Disciplines of Financial Self-Defense

Demand Full Fee Transparency

Every basis point matters over a lifetime of saving. Insist on itemized fee disclosure across all layers — fund expenses, advisory fees, transaction costs, and hidden revenue-sharing arrangements your manager may never volunteer.

Audit Independent Valuations

Illiquid assets — private equity, real estate, hedge funds — are worth whatever the manager says they're worth until they aren't. Require third-party, arms-length valuations. Question any number that conveniently holds steady while markets move.

Assume Systemic Conflict

Your advisor, your fund, and your custodian may all profit when you lose. Conflict of interest is not the exception in financial services — it is the architecture. Map every financial relationship before you trust a recommendation.

“Amateurs commit crimes. Sophisticated operators extract wealth legally — and they count on you not knowing the difference.”

— INSPIRED BY TED SIEDLE, How to Steal a Lot of Money — Legally

Buy the Guide — $29