Equity Research
Monthly proprietary buy and sell ratings on the largest 1500 US public companies
Multi-Asset Research
We use a suite of technical, macro and economic inputs to evaluate investor risk appetite through a series of monthly research reports for our subscribers
Guided Investments
We offer a custom portfolio advisory service that tailors our offerings to your individual portfolio of investments.
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Securities Rated per Month
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Proprietary Monthly Reports
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Years of Buyside Experience
About Us
At Myrtle Tree Investment Research, we pride ourselves on delivering insightful macroeconomic research and in-depth securities-level analysis to help investors navigate ever-changing market dynamics and manage portfolios towards their own specific goals.
Our unique approach pairs a top-down quantitative overlay on equities, fixed income, commodities and currencies with bottom-up security level ratings. We cover the top 1500 stocks in the US equity market, as well as key international equities. We also analyze a wide array of multi-asset ETFs across equities, fixed income and commodities.
Tier 1:
Myrtle Tree
Investment Outlook
$125/Month (After a 30-day FREE TRIAL)
- 4 Major Asset Classes (and crypto)
- 11 Monthly Reports
- Proprietary Ratings on 2600+ US and Global Equities
- Topical Thematic Ideas with our Subscription-Tier Investment Blog (Incl.)
Tier 2:
Myrtle Tree
Portfolio Guide
$300/Month
Myrtle Tree Investment Outlook Standard Service (Market letter, Proprietary Ratings, Thematic Research,Myrtle Money Subscription Tier Content)
Portfolio Analysis Process Development:
- 2 Meetings in the first 30 days to integrate our process with your portfolio goals and objectives
- Custom Monthly Portfolio Review based on your preferred indicators, tailored to your risk tolerance and investing style
Monthly Subscriber Webinar:
- (60min + 30min Q&A)
- with MTIR’s founder, Patrick Torbert
Quarterly Guidance Review: 30 Minute Meeting
Tier 3:
Myrtle Tree
Institutional
- Like having a seasoned investment professional added to your team.
- This advanced service ensures you can scale your level of interaction to receive insights and recommendations on demand.
- Tailored to navigate complex markets, manage against custom benchmarks and capitalize on emerging opportunities.
- Please contact us to setup service.
