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
Portfolio Guide
Learn to put our published ratings and indicators to work in your own process, with onboarding walkthroughs and live monthly subscriber webinars.
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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 make their own informed decisions.
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)
- 10 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
$395/Month (30% OFF Each of Your First 3 Months: $276.50/Month)
Everything in Myrtle Tree Investment Outlook (market letter, proprietary ratings, thematic research and Myrtle Money subscriber content), plus:
Process Onboarding:
- 2 onboarding sessions in your first 30 days walking through how our ratings, indicators and reports are built and how subscribers use them
- Monthly Indicator Toolkit: screens of our published ratings and indicators, organized by risk profile and investing style
Monthly Subscriber Webinar:
- (60 min presentation + 30 min Q&A)
- with MTIR’s founder, Patrick Torbert
Quarterly Research Check-in: 30 Minute Call
Tier 3:
Myrtle Tree
Institutional
- Direct access to our research team for institutional investors.
- Scale your level of interaction, with research calls to discuss our published views and methodology.
- Expanded data access and custom research projects on the markets, sectors and themes you specify.
- Please contact us to set up service.
