We can help with three things: Consistency Reducing your workload Peace of mind With the "EXCEEDS" plan, you can edit our content to add some of your own flavor. It's an affordable way to consistently provide meaningful communication to your clients.

Our commentary is fairly agnostic towards investment strategy/philosophy. Other than the occasional message of "most investing requires a long-term view", we don't really touch on strategies (like buy and hold, tactical, asset classes). Instead, we provide timely market content to help you and your clients be smarter about current market conditions. In the "EXCEEDS" section, you can always add your thoughts about how your own strategies align with current market conditions. However, the stand alone content will work exceedingly well!

We take on the challenge of earning your business on a monthly basis - you can cancel any time with no long term commitments.

AI doesn't appear to be ready for this challenge yet. It can create decent commentary but you will have to prompt it correctly (which can be difficult to do) and you'll invariably have to edit any output. The amount of time you spend on those two things alone would make it difficult and frustrating to maintain. AI also would not provide the additional engagement of videos and explainer videos.

We will happily listen to ideas about commentary any of our clients would like for us to touch on. If you would like a substantive partnership where we actively speak to your investment philosophy and strategies, please contact us to discuss a custom package.