Models
Model strategies & action instructions
The suite includes NQ3, Large Cap Leadership, SMID, GEMS, Alpha Rotation and Profit Navigator, each with defined selection, exposure, exit, cash and risk rules.
Review modelsMarketGauge Pro / Institutional Model & Research Licensing
For RIAs, Banks & Professional Investment Teams
Profits With Risk Your Firm and Clients Can Live With.
Help your firm and clients pursue more consistent profitability with defined risk. License the complete professional model suite for client portfolios or internal company use; MarketGauge supplies research and clear model instructions while your firm controls selection, allocation, suitability and execution.
The decision facing your team
You need a process you can implement—not another idea to interpret.
Evaluate each model’s action instructions and the evidence behind its record. Then select the models or blends that fit your mandate and implementation process.
MarketGauge supplies the model research and ongoing signal process. Your team can focus on how that capability fits the firm and its clients.
Choose what your firm needs
Match the capability to the portfolio need.
Begin with the intended portfolio role, then select from the available professional models and blends. Research and professional support help your team evaluate and monitor their use.
Portfolio blends
Professional blend frameworks
Documented combinations of model sleeves for defined objectives. Each blend has its own allocation, rebalance and performance history; it is not an average of the component model records.
Review blendsInstitutional research
Institutional Market Outlook
MarketGauge’s interpretation of changing conditions to support overall portfolio management—from allocations your firm manages directly to the role of our models and blends. A Summary, category evidence and Actionable Portfolio Plan connect the research to those decisions.
Review Institutional OutlookWhite label
Firm-branded model solutions
Co-branded or white-label models, blends and research with responsibilities established in the agreement.
Review white-label solutionsThree distinct records: Individual model results, portfolio-blend results and receiving-firm or client account results are not interchangeable. Qualified diligence identifies the applicable dates, version, performance type, benchmark, assumptions and supporting evidence.
Ongoing institutional supportQualifying relationships can include twice-monthly research and investment-committee meetings, model-positioning reviews and adviser-support materials.
Review committee support
Best fit: Established professional investment teams with meaningful model-linked use and their own governance, trading and implementation resources.
Institutional credibility
Experience behind the research. Evidence for your review.
Trading-floor risk, Market Vision and portfolio management at Millennium Partners inform MarketGauge’s approach. Professional firms use the research and model signals within their own banking and independent wealth-management processes.
Qualified review: Institutional references are available to qualified firms upon request, subject to permission and confidentiality.
A clear plan for moving forward
Define the need. Examine the evidence. Implement with clear responsibilities.
Begin with the role your firm needs filled—not a model list. Then evaluate the process and agree how it will be used.
Define the fit
Confirm the mandate, governance, portfolio need and implementation capability.
Review the evidence
Examine methodology, version history, performance classification, risk, liquidity and limitations.
License and implement
Document scope, responsibilities, reporting and review cadence; your firm controls execution and use across client portfolios or internal company assets.
Built-in risk management
The instruction can be to act—or to hold cash.
Focused opportunity selection is paired with model-specific sizing, exits and exposure rules. The ability to hold cash is part of the process, not an afterthought.
Risk controls do not eliminate losses. Actual results depend on implementation and can differ from model and blend records.
Professional evaluation
Move from an investment need to a documented evaluation.
Describe the portfolio role, governance and implementation resources. The evaluation can then focus on the relevant research, models, blends and supporting records.