Subscription Plan

The Myrtle Tree Investment Outlook is a comprehensive monthly service that offers investment insights and analysis on stocks, ETFs, investment and macro trends.  Subscribers get access to our entire library of securities ratings (>2600 Stocks) that are reviewed and updated every month.  Our insights are delivered over 11 curated reports covering the major asset classes.  We add further topical commentary and securities level recommendations through our investment blog.

Myrtle Tree Portfolio Advisory is a tailored service designed to deliver timely and actionable ideas that fit your unique process and investment style.  We work with you to understand your goals and risk tolerance and deliver custom recommendations every month that are most relevant to you based on our research, indicators and models.  Monthly live webinars with our founder, Patrick Torbert, with live Q&A.  Quarterly check-ins to make sure we are delivering the most relevant research.