Equity Research
• Monthly proprietary buy and sell ratings on the largest 1500 US public companies
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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
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Guided Investments
• We offer a custom portfolio advisory service that tailors our offerings to your individual portfolio of investments.
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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
Our Reviews
Investment Advice That Doesn't
Require A Crystal Ball
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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since
Our Blog
Myrtle Money
