RESEARCH SERVICES

Because we wish to make our work as accessible as possible we have modularized our analyses to provide value for the differing needs of our clients whether investors, executives or owners.  We are particularly keen to deliver timely perspective to the leaders of U.S. manufacturing companies as well as individual investors and financial advisors.  While you are best positioned to understand your needs we have prepared a product description on the following pages along with the full product service and price deck.

 
 
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Institutional Investors
from 833.33

Contact us directly to arrange an introductory phone call and explore our institutional service which would include the full Industrial Strategist product suite (Monthly), 12-15 integrated company dashboards on a quarterly basis and direct phone access.

Pricing:  $10,000-30,000 per annum depending upon service level.

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Corporate Executive Package
from 4,995.00

The full Corporate Executive Package includes the Industrial Strategist Executive Briefing plus 12-15 Integrated Company Dashboards (ICDs) per quarter.

Price:  $4,995 first subscriber, $2,995 2nd, $1,995 thereafter.*

*  This pricing is not available to institutional investors.

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Financial Advisors & Traders
from 2,995.00

Our Monthly Market Assessment provides our Worldview, Sector Strategy and Recommendations, Sector Dashboard, Cross-Sector analysis including the Bellwether Trade (GE, CAT, BA) and ten key trades.

Each quarter you will also receive at least 12 (up to 15) Integrated Company Dashboards on these companies:

Electrical:    GE UTX HON MMM EMR ROK AME

Machinery:  CAT CMI OSK ETN DOV

Other:          GWW WCC FLS

The ICD is a unique, 3-in-1 analysis of a key industrial company that includes the (Quarterly) Snapshot, (Last 12-Quarter) Company Dashboard and (Last 12-Quarter) Business Unit Trends for each segment.

These invaluable analyses can support the monitoring of your entire portfolio by helping you monitor and anticipate changes across every major geographic region, currency and commodity impacts.

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Wealth Investor Briefing
225.00

While the world is changing rapidly in many ways the basic fundamentals of investing have not.  Successful investing relies on the careful study of facts, discounting noise and emotional discipline.  The Industrial Strategist helps you by culling the noise and focusing on the major drivers of the global economy, key sectors and individual companies to support our views.

Through an exclusive arrangement with Interactive Brokers individual investors can access the Portfolio Manager Summary (PMS) variant of the Industrial Strategist for $360 per year or subscribe on a monthly basis. This provides not only our Worldview, Sector Strategy and Recommendations but also the Sector Dashboard and Cross-Sector analysis including the bell weather trade (GE, CAT, BA).

No account with IAB?  No problem.  Subscribe directly through us to the Wealth Investor Briefing which has most of the features of the PMS for $225 per year (annual subscriptions only).

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The American Manufacturer
from 199.00

You have been slugging it out for 40 years.  

China’s industrialization push (starting 1979), the strong dollar surge (1985), Berlin Wall coming down (1989), Tech Bubble (2001) and the Great Recession (2008). You are still standing.  

The American Manufacturer is your read into global trends yet designed to provide insight on U.S. manufacturing trends and, in particular, the likely moves and strategies of large multinational corporate decision making.

Price:  $199/year - 1st subscriber, $149 2nd, $99 thereafter.

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