Request A Trial

We do things differently here, not just in terms of our framework for making asset management calls but also in the approach to our client’s experience.
Most firms simply sign you up for trial and begin filling your inbox with research.
In contrast, we structure our trial period as a focus group to better understand how we can provide our insights in a manner that is most effective for you. Our goal is to provide a research offering that is easily understood and implemented into your own investment process.
Here is how the 8-week focus group will work:
For the first three weeks, we will send you a survey with three multiple choice questions that can be answered in less than 45 seconds.
In the fourth week, we will send you a survey with three multiple choice and three free response questions, which can be answered in less than two minutes.
From weeks five through eight, we will leave you alone but continue to send you all three research reports.
At the end of the eight weeks, if you are interested in continuing to receive our research, you will receive legacy pricing that is drastically discounted from our standard monthly fee as a token of our appreciation for your participation in the focus group.
In addition to being discounted, the legacy pricing works two ways. You’ll never pay more, regardless of what we charge new clients in the future and regardless of how many additional services are added to the research offering.
During the 8-week focus group, if you find that we are not the right research fit for you, simply drop us an email and we will remove you from our distribution list immediately.
If you’d like to join our focus group to receive our research for the next eight weeks, please fill out the form below:

Name *