The Surgical Investor
Request Your Surgical Investor Kit
What You Will Receive
Everything a Surgeon Needs to Start Thinking Differently About Wealth
Two resources built for physician investors. Each designed to be read in the gaps between cases not in a 90-minute block you do not have.
The Surgical Investor
The Companion Workbook
What You Will Receive
Everything a Surgeon Needs to Start Thinking Differently About Wealth
Two resources built for physician investors. Each designed to be read in the gaps between cases not in a 90-minute block you do not have.
The Surgical Investor
The Companion Workbook
Three exercises that make the book personal. Your Freedom Number. Your passive income timeline. The gap you need to close. Many surgeons have worked through these exercises. PDF delivered to your inbox instantly.
Before You Request
This Kit Is Designed for One Reader
A surgeon or physician who has built a strong clinical career and is asking a question that residency never answered: what do I do with what I earn?
You do not need prior investment experience to read this book. You do need to meet the SEC’s accredited investor definition to participate in the investment opportunities Apta sponsors: annual income exceeding $200,000 individually ($300,000 jointly), or a net worth exceeding $1,000,000 excluding your primary residence.
The kit is educational. The investments are separate. Read the book and work through the exercises regardless of whether you ever invest with Apta.
Amazon
Bestseller
16 Industry
Endorsements
Board-Certified ENT Surgeon and Author
Built by a Surgeon, For Surgeons
Amazon Bestseller
Industry Endorsements
Workbook Downloads
Built by a Surgeon, For Surgeons
This material is for educational purposes only and does not constitute investment advice or an offer to sell securities. Investment opportunities sponsored by Apta Investment Group are available to accredited investors only as defined by SEC Rule 506(c). All investments involve risk, including the potential total loss of principal. Past performance does not guarantee future results.
An accredited investor is an individual with annual income exceeding $200,000 ($300,000 jointly with a spouse) in each of the prior two years with reasonable expectation of the same in the current year, or a net worth exceeding $1,000,000 excluding the value of a primary residence, as defined under SEC Rule 506(c), 17 CFR § 230.501(a)