Committee Support

Research discussions that strengthen—not replace—your fiduciary process.

Understand the current market view, model rationale, implementation choices and evidence behind material changes—then communicate the process more clearly within the firm.

Professional support

Support matched to the relationship.

Core licensing includes defined research and model support. Qualifying model, blend and white-label relationships can include twice-monthly investment-committee research, while deeper custom work is defined separately.

Included by agreement

Core professional support

Research access, model rationale, monitoring communication and workflow questions.

Qualifying relationships

Twice-monthly research meetings

Approximately two scheduled sessions each month covering markets, model positioning, portfolio roles, implementation questions and decisions requiring follow-up.

Research professionals can implement—and clients can understand.Depending on the relationship, MarketGauge can support adviser education and plain-language explanations of market conditions and process. The receiving firm retains approval and responsibility for all client communication, suitability and implementation.

Twice-monthly research agenda

A disciplined review agenda.

Approximately two scheduled meetings each month help the firm review changing evidence, model decisions and implementation questions consistently.

Current environment

What changed in breadth, leadership, volatility and intermarket evidence?

Model status

What are the models holding, changing or avoiding—and why?

Portfolio role

How do models fit the broader allocation and risk framework?

Open questions

What assumptions or implementation details require follow-up?

Defined by agreement: Meeting cadence, participants, scope, customization and deliverables are established in the professional agreement. The receiving firm retains fiduciary, compliance and implementation responsibility.