Membership Plans

Designed for Investment Advisors

Annual Plan

$ 125 /mo
when Paid Annually
  • The Monthly
             Columbus Report
  • Emotion-Free Allocation          Recommendations
  • Client-Facing Information
  • Exclusive and timely
             Market Analyses

  • $300 savings per year
Most Popular

Monthly Plan

$ 150 /mo
when Paid Monthly
  • The Monthly
             Columbus Report
  • Emotion-Free Allocation          Recommendations
  • Client-Facing Information
  • Exclusive and timely
             Market Analyses

  • Cancelable at any time


Do you need my credit card for the free trial?

Absolutely not!

It’s completely risk-free. Before the trial ends, you will have the option to subscribe to keep receiving our service. Should you decide not to pursue, your free subscription will simply expire at the end of the trial period.

Can I cancel my Subscription at any time?

Yes of course!

All we ask is a 30 days advanced notice so we can process your request.

When will I receive the reports?

The Columbus Strategy Report is sent on the evening two market days before the end of each month so you can use it to trade on the last day of the month. When market conditions warrant it we also send special reports at mid-months

I am NOT a Registered Investment Advisor. Can I still subscribe?

Unfortunately no.

We provide our research services solely for licensed investment advisors in the United States and Canada. If you are interested in our services but are not licensed, we suggest you contact and mention us to your investment advisor. Your advisor can then contact us and try out our services.

What kind of client-facing information do you provide?

The Columbus Monthly Strategy Report contains a lot of information, including insights on the state of the market with some explanations on how Columbus arrived at its current asset allocations. You can share some of this information with your clients should you wish to do so.

Similarly, our exclusive market analyses can also be shared with your clients.

In addition to these reports, you will get some slides that show specific historical market situations as well as general promotional material, all of which you are free to share with clients or prospects.

Find the Plan that Matches Your Need

Differentiate from the Crowd

  • Enhance long-term performance
  • Add resilience to client portfolios
  • Foster productive client dialogues

What our Customers say

Thank you for consistently providing such well thought out analyses. The way things are explained and illustrated go above and beyond what I expect. This is very helpful for me and my practice.

Matthew Pixa
President - RIA
My Portfolio Guide

I've been very impressed by the comprehensive approach used to ensure the Columbus algorithm is robust under a wide range of market situations. The depth of analysis and statistical rigor gives me the confidence I need to use it with my clients.

Michael Himmel
Founding Partner
Essex Asset Management