Your firm remains the adviser and decision maker.
Your firm determines mandate fit, suitability, portfolio allocation, account restrictions, trading, custody, supervision, compliance and client communication.
MarketGauge Pro helps qualified firms offer branded tactical research, models and portfolio frameworks without rebuilding the underlying research process internally.
The partner’s brand and client relationship remain primary while MarketGauge Pro supplies approved research, model intellectual property and evidence.
Your firm determines mandate fit, suitability, portfolio allocation, account restrictions, trading, custody, supervision, compliance and client communication.
MarketGauge Pro supplies licensed model signals, methodology, version records, institutional research, master performance materials and model-change communication.
Approved names, descriptions, disclosures, attribution and performance classifications are documented so the client experience is differentiated without blurring responsibility or model ownership.
The scope is built around the firm’s mandate, implementation capability and intended audience—not a one-size-fits-all package.
Select from the complete professional suite of stock-leadership, market-regime, intermarket and global-macro models for deployment as defined sleeves or components.
Apply documented model-sleeve allocations to approved objectives and risk budgets, with the underlying MG Pro model mapping preserved.
Use approved firm-branded or co-branded research, model-positioning reviews and market-regime context for professional and adviser audiences.
Provide approved fact sheets, due-diligence decks, investment-committee materials, talking points and plain-language process explanations.
The partner retains fiduciary responsibility, supervision, execution and client communication. MarketGauge Pro supplies the licensed research, signals and agreed support.
RIA, bank, trust company, family office, compatible platform or other professional investment organization with a defined use case.
The initial allocation, number of users and distribution scope should justify the customized branding, research and operating support required.
The firm has investment governance, trading, compliance, reporting and client-communication processes appropriate for the selected solution.
Tell us the firm, intended audience, model or portfolio need, anticipated model-linked assets and desired research support. We will match the evaluation and due-diligence package to the intended use.