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Unlike other providers who start with an opinion, we start with data, and allow it to tell the story. This gives you the peace of mind that our insights are based on current market indicators and not a hunch.
Our research staff works in coordination with our compliance experts to provide content that meets SEC regulations. This alignment means that you can trust that the content has been initially reviewed and could easily be reviewed with your own compliance department.
The deep insights gained by analyzing markets for over 40 years enables us to apply the right data to the right context. That experience allows us to guide you through complex market cycles.
» 8 monthly commentary newsletters on broad macroeconomic and investment topics
» 4 quarterly performance newsletters highlighting the prior quarter’s performance and themes,
as well as providing a market outlook
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It will be e-mailed to the email address you provided upon purchase the first week of every month.
At this time, we only offer a one-time annual payment via credit card.
The content of White Label Insights is intended to comply with SEC regulations and has been reviewed by our in-house compliance team prior to distribution. This includes editorial consideration around the Investment Advisers Act of 1940, and specifically the Advertising Rule, including no promotion of prior calls or touting of performance, as well as no recommendation of specific securities. We also spoke to several outside compliance departments to gain insight into what’s allowed and what’s not at a variety of firms. We do advise you to share the sample newsletters with your compliance department to get specific approval. We would appreciate hearing their feedback in case there’s something we can change on our end to assist with approval.
Yes. You are free to add a 3rd party disclaimer, and there is a section in the newsletter for you to do so. Since the newsletters are delivered in an editable format, and you may choose to change the wording, we do ask that you adjust the disclaimer as appropriate:
Yes; it was designed so you can customize it to fit your needs.
You will receive instructions via email with your purchase.
Yes; the subscription is a minimum of 12 newsletters, with additional ones developed as the market dictates.
Contact email@example.com with your specific request, and we will be happy to e-mail it to you.
Contact firstname.lastname@example.org to request a cancellation. The subscription is annual, so you will continue to receive the newsletters through the end of your annual subscription period.
Contact email@example.com, and we will assist you with any outstanding questions.