RIA Insight Pro is intended for those RIAs focused on growing client assets under management.

This is our newest service; we're excited about where it's headed. Join now to get early-bird pricing.

100% Focus On Growing Assets Under Management

We provide the following within the service to help you grow AUM.

  • Sector ETF rotation model manage client capital effectively. We use quantitative analysis to identify the degree of risk in US equities, and, if the market is in risk-on mode, which are the most bullish sector ETFs to own. We also flag if we believe moving to cash would be wise during times of market weakness. Subscribers receive a risk signal and ETF rotation alerts at the close of each trading day.
  • Detailed, institutional-grade month-end market report covering equities, bonds, commodities and their future outlook. This can be used for talking points with your clients as well as for background to your investing decisions.
  • Daily market analysis note and earnings reports as they happen.

Our belief is that client capital invested in US equities can grow in any market - up, down or sideways - we teach you how, and our model portfolios are simple, easy-to-follow practical implementations of this approach.

As one of our RIA members said recently -

"...my AUM look great thanks to your energy and defense up calls … trimmed tech 2 weeks ago to get thru 3rd quarter… your work is appreciated!"

Note, the scope of this service will expand as time goes by; as the scope expands, the price will rise for new joiners. Lock in your pricing now.

Subscription Options

  • Annual - $2999/yr
  • Monthly - $399/mo

Want to sign up? It’s easy.

If you’re new to Cestrian, just click here, choose Investment Professional > RIA Insight Pro at checkout.

If you’re an existing subscriber to Inner Circle or Market Insight services, we need you to provide a different email address for the RIA service. Once you have that new email address to hand, click here and then choose Investment Professional > RIA Insight Pro at checkout.

As always, any problems, you can reach us at this contact form or via email to minerva@cestriancapital.com .

Cestrian Capital Research, Inc - 1 April 2025