For RIAs

DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions. Read our full disclaimer, here.

Safety-First Investing Your Clients Will Thank You For

by Alex King, CEO, Cestrian Capital Research, Inc.

For our RIA customers we provide:

• Simple, long-only ETF and stock portfolios which have historically outperformed the S&P500 with less volatility than the S&P500. We have achieved this without the use of leverage, options, futures, or any kind of exotic methodologies - just simple rotation into strength and out of weakness amongst large, liquid US ETF and/or stocks.
• Concise earnings reports, valuation analysis and price targets (profit targets and stop-loss levels for risk management) covering 100 top US stocks and ETFs .
• Daily market update notes to keep you ahead of the game - means you are always ready with an informed take whenever your clients look for help and insight.
• Flexible pricing based around either predictable regular fees or profit-sharing.

To learn more about our services for RIAs contact us at minerva@cestriancapital.com . 

Cestrian Capital Research, Inc - 24 February 2026.