How To Invest Like An Institution
Without Paying Institutional Fund Management Fees.
DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions. Cestrian Capital Research, Inc., its employees, agents or affiliates, including the author of this note, or related persons, may have a position in any stocks, security, or financial instrument referenced in this note. Any opinions, analyses, or probabilities expressed in this note are those of the author as of the note's date of publication and are subject to change without notice. Companies referenced in this note or their employees or affiliates may be customers of Cestrian Capital Research, Inc. Cestrian Capital Research, Inc. values both its independence and transparency and does not believe that this presents a material potential conflict of interest or impacts the content of its research or publications.
Rotation, Simplified
If you’d like to invest in the way the largest asset managers invest - by rotating capital from sector to sector as each sector waxes and wanes - we invite you to join our RIA Insight Pro service.
As the name suggests we believe the service is particularly well suited to RIAs; the goal of the service is to help you grow client assets under management without taking any undue risks with client capital. No leverage, no derivatives, just simple, highly liquid, large-AUM ETFs.
But you don’t have to be an RIA to use the service. If you want to invest using the create-money-out-of-money-alone rotation method like the largest, most successful asset managers, we believe this service’s simple, actionable model portfolio will help you do so.
If you are an existing RIA Insight Pro member, today’s model portfolio update is here:
Alex King
If you’ve yet to join up, here’s how to do so.
Existing Cestrian Subscribers
If you are a current subscriber to our Market Insight, Inner Circle, or Growth Investor Pro services, we offer a 25% discount to the RIA service. Email us at minerva@cestriancapital.com and we will get you signed up. The service rack rate is $1999/yr or $249/mo at present. This price will rise materially in the coming months. Today you can join for just $1499/yr or $186.75/mo with your 25% discount. You keep your low price for as long as you remain a subscriber to the service.
If You Are New To Cestrian
You can join up right here:
Alex King
Any questions, reach out by email to minerva@cestriancapital.com or use this contact form.
Alex King, CEO, Cestrian Capital Research, Inc - 16 February 2025.