Helping buy-side investors with their internal research

Do you need help in  your research process?

Do financial constraints limit your access to important resources and tools?

Can your time be spent more effectively focusing on asset allocation, financial planning, portfolio management, developing client relationships or just running your business?

Would you like to add analytical horsepower while maintaining flexibility? 

Learn more about how we can help you do your job more efficiently and cost-effectively.

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Individual Investors

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For Individual Investors

What if you aren't a Registered Investment Advisor?

While AB Analytical Services initially focused on helping professional investors with their research processes, the firm has expanded our service offerings to individual investors.  We are offering a model portfolio service by subscription that allows the subscribers to receive research and updated holdings on a daily basis, allowing them the opportunity to implement on their own all or some portion of the model portfolio if they desire.  The cost is only $20 per month.  Concurrent with the service, Invest by Model, we launched a blog that shares our strategic rationale on the model portfolios.

The service is aimed at investors who like to do their own investing but are interested in incorporating the thoughts of other professional investors or analysts in a cost-effective manner.

For more information, feel free to email

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Additionally, we recently launched a new service called My Own Analyst, which allows investors to learn more about what we think of individual stocks.  Whether it is sharing our own ideas or responding to inquiries, our goal is to educate and inform individual investors by providing insightful and unbiased analysis.  This service, which costs $100 per month, is aimed at the active investor/trader who is looking for actionable ideas.


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NEW:  The Analytical Trader

I am very pleased to announce a new product I have developed with Marketfy, The Analytical Trader.  Marketfy is a platform offering curated and verified investment services to individuals, with a focus on trade alerts and education and covering stocks, bonds, options, ETFs, commodities, and forex.  You can learn more here.

My product is designed for swing traders, meaning those who are willing to hold positions for longer than a day but are looking to generate short-term trading gains.  Specifically, I will be offering four trades at a time, with the trades designed to offer reward-to-risk of 4X, typically geared towards a 10% return within a two-week time-frame.  I have been doing this very successfully at My Own Analyst for the past year.

Trading isn't for everyone, but if you are looking to trade more actively, I invite you to check it out.  The cost is $72 per month, and I offer a money-back guarantee if you aren't satisfied in the first thirty days.  I think that you will find the technology that Marketfy offers to be state-of-the-art.  It just launched last summer, and they are constantly making improvements.






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