Investment Analysis That Actually Works
Clear pricing for serious investors who want real market insights without the fluff. We've been doing this since 2018, and our clients stick around because the numbers speak for themselves.
Three Ways to Work With Us
Most of our clients start with the Professional plan. It gives you everything you need to make better investment decisions without paying for features you won't use.
Starter
- Monthly portfolio analysis report
- Basic risk assessment tools
- Email support within 48 hours
- Access to our research library
- Market trend summaries
Professional
- Bi-weekly detailed analysis reports
- Advanced portfolio optimization
- Quarterly strategy review calls
- Custom risk modeling
- Priority support within 24 hours
- Access to exclusive market insights
Enterprise
- Weekly comprehensive reports
- Dedicated senior analyst
- Monthly strategy sessions
- Real-time portfolio monitoring
- Custom investment research
- Direct phone support
- Tax optimization strategies
Need Something Different?
Some of our best client relationships started with a custom arrangement. Maybe you have a specific sector focus, unusual portfolio requirements, or just want to try us out on a project basis first.
- Project-based analysis for specific investments
- Custom research on emerging markets
- Training sessions for your investment team
- Integration with your existing tools
What Our Clients Actually Say
Real feedback from people who've been working with us for more than a year.
"I was skeptical about the cost at first, but their analysis caught three major red flags in my portfolio that saved me way more than their annual fee. Worth every penny."
"The monthly reports are dense but incredibly useful. They don't waste time with obvious stuff – just give me what I need to make better decisions. Been with them since early 2023."
