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Research for advisors and portfolio managers.

Research to help you generate investment ideas and handle client meetings with confidence: Dave’s macro framework, the positioning that follows from it, and the charts behind both.

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Tailored research to help you generate investment ideas and handle client meetings with confidence

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Our proprietary risk management tool offers asset allocation recommendations based on 12-month expected returns for major asset classes. 

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Access a growing library of webinars, interviews, and presentations directly from Dave and our team of economists and strategists.

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Every plan includes the Rosie Model Portfolio. Strategizer and the weekly fundamental and tactical calls are part of Premium.

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What moved overnight and what it means for the day ahead, with snippets from Dave and our team.

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Everything we publish, plus Dave’s Weekly Voice Blast and the Information Hotline to Dave.

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Everything in Pro, plus

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  • Technical AnalysisWeekly chart work on equities, bonds, currencies and commodities
  • Webcast with DaveLive conversations with Dave and his guests, plus replays
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Our team answers subscriber questions by email. Premium subscribers can also put questions to Dave through the Information Hotline. If you — or your clients — would like to schedule a direct meeting or presentation, please book a meeting with our Client Relations team to discuss the details.

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At Rosenberg Research, we prioritize client satisfaction above all else. From personalized consultations to ongoing support, our team is dedicated to ensuring that you get the most out of our research products. Think of us as an extension of your team, here to provide guidance and support every step of the way.

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Jacob Rosenberg

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Josh Johnson

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What’s Included:

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