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InvesTech Research has delivered sophisticated stock market analysis to the average investor since 1982 through its InvesTech Research newsletter. The agency provides a blend of technical and financial analysis, asset and sector allocation recommendations, and specific ETF and mutual fund picks in each issue.
InvesTech Research is a market research firm founded in 1982 and headquartered in Whitefish, Montana, United States. The agency began national circulation of its market letter in December 1982 and now publishes the InvesTech Research newsletter, known for its time-proven risk allocation strategy and comprehensive analysis of the Federal Reserve. The company employs fewer than 49 people and maintains an unclaimed DesignRush profile.
InvesTech Research draws on more than 100 years of historical and financial market data to deliver a diverse blend of technical and financial analysis. The agency provides unhedged advice and a distinctive perspective, with each newsletter issue including specific recommendations for exchange-traded funds (ETFs) and mutual funds. The approach emphasizes investment strategy and portfolio allocation over simple market prediction.
The agency's market analysis has been recognized in publications such as Forbes, Business Week, Money Magazine, The Wall Street Journal, and USA Today. InvesTech Research positions itself as a resource for empowering average investors with insights beyond surface-level market trends. The firm's client base spans the nonprofit, retail, and technology industries.
Google reviews give InvesTech Research an average rating of 4.2 out of 5 across five reviews. One reviewer credits Jim Stack with saving investors millions of dollars in potential losses and enabling gains, while another notes the newsletter's good track record over many years but expresses concern that the organization increasingly promotes its high-cost investment management service, Stack Financial Management, rather than improving its technical product. The minimum budget and average hourly rate for the agency are listed as Inquire.
Services
- Market Research
Industries Served
Team Size
Pros
- Over 100 years of historical and financial market data supports the agency's analysis.
- Unhedged advice and a distinctive perspective cited in Forbes, Business Week, Money Magazine, The Wall Street Journal, and USA Today.
Cons
- A Google reviewer noted the organization increasingly promotes its high-cost investment management service, Stack Financial Management, rather than improving its technical product.
Client Review Analysis
Google reviews average 4.2 out of 5. One reviewer credits Jim Stack with saving investors millions in potential losses, while another finds the newsletter track record helpful but criticizes the push toward Stack Financial Management.