ANNUAL SUBSCRIPTION PLANS
• For details on each systematic product, please review our High-Performance ETF Strategy Profiles Here.
• See MONTHLY PRICING at this link.
• See ANNUAL PRICING below...
Professional Investors/Fund Managers
If you are a Professional Money Manager, Investment Advisor, or an individual managing a portfolio of more than $10 million, we ask that you not use the subscriptions offered below. The ETF-based models listed on this page are not designed to accommodate portfolios larger than $10 million. Please see this page for additional information on Customized Professional Strategies offering greater liquidity – and at your option, potentially higher returns from Bespoke Strategies build specifically for your needs. Click here for details.
Bundle Discounts:
Get a significant discount and increased diversification when you subscribe to multiple Premium Strategies:
-10% OFF on any 2 Strategy Subscriptions
-15% OFF on any 3 Strategy Subscriptions
-20% OFF on any 4 or more Strategy Subscriptions
Note: Be sure to select your bundle carefully. If you decide you want a differently configured package later, it will be necessary to cancel your current bundle subscriptions, and when they have expired, you can sign up again with a new configuration to receive a different bundle discount. We apologize for this inconvenience.
Refund Policy:
Annual subscriptions do not have the trial and are not eligible for refunds, but they are up to 30% lower cost than our monthly plans. If you are not sure whether the ETFOptimize quantitative strategies are right for you, we recommend that you sign up for a Monthly Subscription first. Monthly subscriptions come with a cost-free, 14-day Trial and a 60-day Money-Back Guarantee. If you are pleased with our product, you can then sign-up for an Annual Subscription and lock in a permanent discount up to -36%.
Not ready to subscribe to an ETFOptimize Premium Strategy yet? You can register for our complimentary Research and Analysis Content to learn more about our systematic, rules-based approach, with no obligation and no credit card required. (Premium Strategy subscribers get all content automatically upon posting. All others delayed 3-7 days.) To gain access to our insightful analysis, use This Form.
Subscription Options
Jump to the Monthly Subscription Plans – Get a 14-Day FREE Trial using PayPal or a major credit card.
• Annual Subscription Plans (shown below) – Get our best rates and SAVE 17% to 36% over Monthly Subscription costs: