Latest Note In Our RIA Service

We have many folks in our 'free' email list that own or work for RIA businesses that are yet to sign up for our new RIA - Insight Pro service. This is a new offering that is starting to gather momentum. It's priced at a deeply-discounted rack rate of $499/yr, which will rise quickly as the service develops. We have three notes now published, as follows:

If you'd like to sign up, we believe the entry price to be excellent value. The focus of the service is, put simply, to help RIAs grow client assets under management without taking undue levels of risk.

Any difficulties, you can reach us using this contact form on our website.

Alex King, CEO, Cestrian Capital Research, Inc - 20 July 2024.