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 Report
- 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