Starter Research

$97500per month
  • 2 Exceptional Stock Reports per Month
  • 2 Daily Risk Alert Emails
  • 1 Market Report
  • 30 Minutes Research or Back-Testing Time

Small Manager Plan

$1,97500per month
  • 5 Exceptional Stock Reports per Month
  • 6 Daily Risk Alert Emails
  • 3 Market Reports
  • 1 Hour Research or Back-Testing Time
  • 1 Featured Sector Report

The Analyst's Plan

$2,97500per month
  • 10 Exceptional Stock Reports Per Month
  • 15 Daily Risk Alert Emails
  • Weekly Market Reports, plus 1-2 Special Market Reports in Exceptionally Volatile Markets
  • 4 Hours Research or Back-Testing Time, plus 2 Hours Analyst’s Time
  • 2 Featured Sector Reports
  • Equity risk alert notification services – Call for pricing
  • Cost-efficient subscription-based research services
  • Customized research and back-testing services
  • Sub-advisory investment management services for SMAs

We encourage you to call us. Allow us the privilege of helping you achieve your goals.

Call Us For Custom Research Services
(401) 450-4040