About Our Investing Expertise

About Cake

Cake Investment Group was founded by Tom “Cake” Cleary to provide low cost investing expertise to those seeking to take control of their investment lives.

From 2007-2015 I worked at a major insurance company in their mutual funds and annuities division, as a wholesaler.  My goal was to make sales for the company.  This included mutual funds, and annuities and our long term care product.  I achieved this by working with financial salespeople and making plans for their clients. I offered services such as  wealth building and retirement strategies. Also, I provided information about company products and market developments.  Prior to this I was a financial advisor working directly with clients.  My areas were wealth building and retirement planning.

Gaining Investing Expertise

For over a decade I was a part of this sales machine.  In that time, I sold high cost, lousy  investment products.  I did this as an advisor. Also, as a wholesaler (bet you didn’t know there was a wholesale side to money).  These products certainly enriched those selling them but did little for the average investor.

In 2015 I walked away from this easy money and promised never to be a part of this scam again.   Since that time I took all the inside knowledge I gained about this system.  I then developed a set of tools to avoid all the traps.   The biggest trap is your lack of real control.

Even though many of you have moved to lower cost passively managed funds, this still leaves you without real control.   You still suffer the awful downturns that Wall Street insists you ride out. This lack of control is why I developed a way to control your long-term investments with a program that gives you much more control. It provides the ability to build wealth in a simple, yet emotionally doable way.  During my years in the money industry and in the years since, I  worked constantly to gain expertise. I improved these methods that give individuals the best chance of making money without taking big risks. 

Using My Investing Expertise

The Cake Investment Plan is the result of this effort.  I am proud to offer it to you in this subscription service.  This plan offers you the investing expertise to build wealth in a way that YOU control.  I developed a trend tool that gives strong and powerful signals, like no other I have studied. This, along with a tried and tested money management method, can put you on the path to getting consistent returns.   I am NOT offering anyone a pie-in-the-sky, get-rich-quick scheme.  Nor am I saying that you can hit home runs with a few moves.  I had enough of overpromises in my time in the industry.  This is about gaining solid, yet consistent returns with strictly controlled risk.  This is possible based on the strength of the signal I developed as well as the money management plan I made.

Additionally, I developed two macro indicators One to help you the investor understand whether the market is in a bubble and how large that bubble is. Another to help you gauge the risks of a recession in the next 18-24 months.

You don’t have to rely on the industry and the media and the government to tell you everything is alright.   You can now take control of your investment and financial life. Do so with this simple, easy to use low-cost plan. Do so with the related tools I have developed.

Doing it yourself does not mean going it alone.  Let my inside investment expertise be your guide to a better financial future. This can be a future that serves you, not a greedy financial services industry.

More Than Selling Investments

Prior to my time in  financial services, I had extensive experience in the manufacturing sector.  I was with a Fortune 50 company.  My main responsibility was for writing the company sales plan. One key responsibility was developing new business.  Also, I managed and mentored a team of employees.  My task was to ensure that our customers received the sales and service that was promised to them.   I hired, trained and developed sales personnel.  Also, I established goals and objectives for employees. Additionally, I directed them to successfully attain those goals.  I had overall profit and loss responsibility.  So in addition to my investing expertise I understand how business works and how to measure business conditions.

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