Fit
Firm type, assets, investment process, internal resources and the reason the firm is evaluating MG Pro.
MarketGauge Pro / Institutional Evaluation
For Professional Firms
Request an institutional evaluation.
Start with the firm, implementation resources and portfolio need. The objective is to determine fit, provide qualified diligence and define a professional evaluation—not to deliver a generic product demo.
A four-step institutional process
Fit first. Evidence second. Contract only when the use case is clear.
MG Pro works best with firms that retain their own investment governance, trading and implementation capability.
Diligence
Methodology, models, version records, performance classification, operating boundaries and references.
Evaluation
Portfolio role, benchmark, risk, liquidity, reporting, committee questions and implementation requirements.
Engagement
Defined services, contract economics, initial model-linked use, review cadence and a path for measured expansion.
Santa Fe-based. National professional relationships.
Tell us what your firm is evaluating.
MarketGauge Pro works with RIAs, banks, trust companies, family offices, compatible platforms and other professional investment teams. Qualified firms may evaluate institutional research, individual models, portfolio blends, committee support or a controlled white-label program.
Customized institutional engagement
Program minimums and economics are provided privately and reflect the contracted use—client portfolios, internal company assets or both—together with model-linked assets, services, support, users and distribution rights.
- Firm type and approximate total AUM or AUA
- Anticipated initial model-linked assets or internal-use scope
- Research, model, portfolio-blend or white-label need
- Internal trading and implementation capability
- Due-diligence and investment-committee requirements
- Preferred evaluation and review cadence
- Institutional references available upon request, subject to permission and confidentiality
Professional-use boundary: MG Pro does not advise end clients, determine suitability, custody assets or execute trades.