RIA Insight Pro is intended for those RIAs focused on growing their 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.
- Model portfolios using simple common stocks and/or unlevered ETFs.
- Equity index and sector ETF analysis to help you rotate client capital effectively. We use fundamental and technical analysis intended to identify which equity indices and which sectors are under institutional accumulation, which are being held through a rising market, and which being distributed in anticipation of a falling market.
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 - $1999/yr
- Monthly - $249/mo
Want to sign up? Click the button below and choose Investment Professional > RIA Insight Pro at checkout.
Cestrian Capital Research, Inc - 15 October 2024