Rule #1 Investing

Value investing education led by Phil Town

Rule #1 Investing is a financial education platform focused on value investing. Its leading figure is Phil Town, founder of the firm and author of three books that have appeared on the New York Times bestseller list: Rule #1, Payback Time, and Invested. Town, who has also worked as a hedge fund manager and hosts the InvestED podcast, has spent more than twenty years teaching individual investors to buy "wonderful businesses at attractive prices," according to the company's own presentation, which positions its method as a systematic adaptation of Warren Buffett's principles.

The firm estimates its reach at two million people who have heard its method, more than 25,000 attendees at its trainings, and participants from 56 countries.

A teaching team with financial and technical backgrounds

Alongside Phil Town, the teaching and management team includes several figures with specific responsibilities:

• Austin, former Air Force combat controller, investing instructor, and senior fund manager.
• Hunter, with a JD/MBA, senior fund manager focused on value investing, corporate law, and portfolio strategy.
• Trent, certified business coach (CPCC) and full-time investor, responsible for advanced postgraduate programs with a focus on long-term investing, trading, and risk management.
• Jamaal, Head of Education at Rule #1, with teaching experience in North America.
• Travis, former tech executive and now senior fund manager, specializing in helping individual investors value companies.

Programs and workshops

The educational offering is organized into different levels. The Virtual Investing Workshop is a three-day virtual workshop priced at $97, taught live by Phil Town and the Rule #1 team, with no prior experience required. It includes interactive exercises, real-time Q&A sessions, and access to the Rule #1 Toolbox software. The site listed the next workshop dates as October 16–18.

The Intro to Rule #1 Investing course is free and can be taken at your own pace or in cohorts, with content for different levels and profiles. Pillars of Personal Finance is another free course consisting of five sessions taught by Travis Johnson, a licensed financial advisor on the team, covering capital allocation, financial risk management, debt management, capital allocation for growth, and the tools used by investment experts.

Tools and resources

Rule #1 Investing sells and provides access to several digital tools:

• Rule #1 Toolbox: software to analyze, compare, and track companies, presented as the same tool Phil Town uses and designed to be visual and accessible even for beginners.
• Easy St App: platform that integrates investing and options trading, with a risk-free practice account, real-time portfolio tracking, and advanced options tools. Available for iOS and Android.
• Calculators and simulations: resources to project returns and test strategies.

The company also maintains a blog and a podcast with content on market trends, investing tips, and community experiences, as well as a success stories section with testimonials from workshop attendees.

Contact and structure

The firm handles inquiries through a form with separate departments for customer support, media inquiries, and partnership opportunities. It has a mailing address in Moreland, Georgia (United States).

Location and contact

PO Box 154 Moreland, GA 30259 · Phone: 1-855-417-8537 · Email: support@ruleoneinvesting.com