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Individual Reports
1a. Vestmo (I) All-Terrain Monitor Report Dashboard
2a. Vestmo (I) Macro Chartist (Same as #2) Report Dashboard
3a. Vestmo (I) V+ and B-S Performance Report Dashboard
Institutional Reports
1. Vestmo Global Strategist Report (Multi Asset Market Signals) Report Dashboard
2. Vestmo Macro Chartist Report (Curated Charts Liquidity, Credit, Economy and Markets) Report Dashboard
3. Vestmo Endowment Report (Strategic Asset Allocations) Report Dashboard
4. Vestmo Market Wave Report (Navigating the market cycle) Report Dashboard
5. Vestmo FAB 5 Report (Editor’s Weekly Top 5 Buys/Sells)
6. Vestmo Digital Asset Report (Top 20 Cryptos Signals by Mkt Cap) Report Dashboard
7. Vestmo Russell 1000 Report (Weekly top 25 buy/sell) Report Dashboard
8. Vestmo S&P 500 Report (Monthly top/bottom lists w/weekly regime exposure indicator) Report Dashboard
9. Vestmo MSCI EAFE Report (Monthly top/bottom lists w/ weekly regime exposure indicator) Report Dashboard
10. Vestmo MSCI Emerging Mkts Report (Monthly Top/bottom lists w/weekly regime exposure indicator) Report Dashboard (Upon Request)
11. Vestmo Canadian Equity Report (Upon Request) Report Dashboard
12. Vestmo EU Equity Report (Upon Request) Report Dashboard
13. Vestmo Japanese Equity Report (Upon Request) Report Dashboard
14. Vestmo REIT Report (Weekly Top 25 buy/sell REIT’s)
15. Vestmo V+ and B-S Performance Report Dashboard
16. Vestmo Morningstar Asset Allocation Regime Report
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01. Vestmo Global Strategist Report (Multi Asset Market Signals) (Core Institutional Standalone and Bundle)
$
1,250.00
for 1 month
01a. Vestmo (I) All-Terrain Monitor (Core Individual Investor Report and Bundle)
$
2,500.00
for 1 year
02. Vestmo Macro Chartist Report (Curated Charts Liquidity, Credit, Economy and Markets) (INCLUDED IN INSTITUTIONAL BUNDLE)
02a. Vestmo (I) Macro Chartist (INCLUDED WITH INDIVIDUAL BUNDLE)
03. Vestmo Endowment Report (Strategic Asset Allocations) (INCLUDED IN INSTITUTIONAL BUNDLE)
$
1,000.00
for 1 year
03a. Vestmo (I) V+ and B-S Performance (INCLUDED WITH INDIVIDUAL BUNDLE)
04. Vestmo Market Wave Report (Navigating the market cycle) (INCLUDED IN INSTITUTIONAL BUNDLE)
$
1,000.00
for 1 year
05. Vestmo FAB 5 Report (Editor’s Weekly Top 5 Buys/Sells) (INCLUDED IN INSTITUTIONAL BUNDLE)
$
2,500.00
for 1 year
06. Vestmo Digital Asset Report (Top 20 Cryptos Signals by Mkt Cap) w/Supplementals (STANDALONE can be included in Bundles)
$
2,500.00
for 1 year
07. Vestmo Russell 1000 Report (Weekly top 25 buy/sell) (Upon Request)
08. Vestmo S&P 500 Report (Monthly top/bottom lists w/weekly regime exposure indicator) (Upon Request)
09. Vestmo MSCI EAFE Report (Monthly top/bottom lists w/ weekly regime exposure indicator) (Upon Request)
10. Vestmo MSCI Emerging Mkts Report (Monthly Top/bottom lists w/weekly regime exposure indicator) (Upon Request)
11. Vestmo Canadian Equity Report (Upon Request)
12. Vestmo EU Equity Report (Upon Request)
13. Vestmo Japanese Equity Report (Upon Request)
14. Vestmo REIT Report (Weekly Top 25 buy/sell REIT’s) (Upon Request)
15. Vestmo V+ and B-S Performance (INCLUDED WITH INSTITUTIONAL BUNDLE)
16. Vestmo Morningstar Asset Allocation Regime Report (Upon Request)
Quarterly Individual Investor Bundle
$
700.00
every 3 months for 12 months
Quarterly Institutional Bundle
$
3,750.00
every 3 months for 12 months
Yearly Individual Investor Bundle
$
2,500.00
for 1 year
Yearly Institutional (Service) Bundle
$
15,000.00
for 1 year
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