Testimonials

Our clients include Portfolio Managers, Chief Investment Officers, Registered Investment Advisors (RIAs), Family Offices, and smart Individual Investors who understand the importance of data-driven, independent investment research whether managing their clients’ or their own portfolio.

Find out why these investors chose us as their independent research provider, in their own words.

I just have to thank you for the incomparable service you give. Never have I seen the leader of an investment publication offering such personalized service as you do. Not only is it good business to develop such relationships, but you come across as sincerely interested in helping your clients prosper.  Yours is by far the most expensive service I subscribe to (I have three others, in addition to an investment broker I counsel with regarding my mother’s accounts), but you are worth it.  Thanks for your excellent service and for making me feel like you care.”

Individual Investor, Bothell WA

“John, you have an amazing service. You are basically giving us your personal trading ideas that you have developed over decades. You are giving us your “secret sauce” for what I consider to be a very reasonable price. At some point, when I decide I don’t want to execute the investment ideas myself, I will most likely select you and ask my wife to select you to manage our assets for us.”

Individual Investor, Glenview IL

“As a retired Director of R&D, I dedicated significant time and resources over the past year to finding a reliable service to help manage my investment portfolio. Among all the options I explored, Asbury Research stands out as the only one that met my expectations. The transparency of their actual results, coupled with clear disclosure of volatility, is truly exceptional and sets them apart from other services. John Kosar’s authenticity and the quality of the training materials provided were instrumental in earning my trust in the system. This service has significantly enhanced my confidence as an investor, and I highly recommend Asbury Research to anyone serious about improving their investment performance..”

Individual Investor, Delray Beach, FL

“I have been investing in the market for a number of years. I have had reasonable success selecting good quality stocks but always lacked access to good quality macro analysis of the market environment until I found Asbury Research.  Within minutes each week, I can quickly review Asbury Research models to determine necessary changes in my investment posture. I no longer have to spend considerable time sifting through market research and, more often, opinions from the financial press, financial cable channels, or various brokers. Asbury Research enhances my ability to manage my investment portfolio efficiently and with a solid degree of confidence because I have data to support my decisions.  I only wish that I had found Asbury Research years earlier than I did in 2022. Thank you, John.”

Individual Investor, Dallas, TX

Asbury Research provides an easy, disciplined approach to effective investment management, saving me hours each week. No longer am I wasting time reacting to market chatter, or streaming live market updates, or attending live webcasts on market conditions and endless investment ideas.  Each day I now spend a few quick minutes reviewing the Asbury 6 Metrics, CPM (Correction Protection Model), and VIX. Those three indicators are vital in my decision on whether to invest in Stock/ETF equities or not.  When CPM is Risk Off, and Asbury 6 is overweight negative, along with a concerning VIX trend, it’s time for me to place stop orders and/or sell, take profits, and be thankful.  In summary, mitigating risk and maximizing investment opportunities are paramount. Asbury Research provides a disciplined approach based on best practice proprietary models that are aligned with my investment objectives.

Individual Investor, New Hope, PA

“John, We are happy customers, especially this month. After losing less than half the market losses last year (2022), we are screaming ahead! We just use SPY, your weekly ETF suggestions, and your SEAF model, nothing fancy, and we are very happy with our results. I searched for years to find a service like AR before and after retirement in 2014, and never found it until I found Asbury Research. I now feel sorry for our friends who won’t listen when I say “Get AR.” Thanks!”

Individual Investor, Fort Collins, Colorado 

“I started working with Asbury Research in December 2021. In eight months, I have refined my investing processes around their research and data because it is comprehensive, clear, and concise.  Asbury Research makes the decision-making process very easy, and I make better decisions because of the tools provided on the website, which in turn makes me better equipped to manage risk.  Thank you, John and team, for making investing an efficient and easier process and experience!”

Individual Investor, San Francisco

“I am a retired pharmacist, age 73.  Most of my equity investment is in an IRA and a Roth IRA.  My Roth IRA is with a brokerage firm that follows a philosophy of a balanced portfolio and a buy-and-hold strategy. I like to be hands-on, but like so many, I tend to be a more emotional investor and too often buy near highs and sell near lows. I saw you about 5 years ago on a Fidelity education program and liked what I heard.  I primarily use three of your models to invest in equity ETFs.  First, the Correction Protection Model (CPM) gives me a clear and timely “risk-on” or “risk-off” signal. Your record is much better than my emotions.  Second, I have committed a portion of my portfolio to your SEAF model (Sector ETF Asset Flows) which focuses on asset flows in the SPDR sectors and investing where the money is going.  Being in energy for the first half of 2022 was great.  Finally, my favorite is your CARP model (Cross Asset Relative Performance).  Your weekly, monthly, and quarterly tracking of popular ETF categories is easy to follow.  The model is so simple to follow and keeps me outperforming the S&P 500 index.  Each Monday morning I look at your analysis and take 10 minutes to adjust my portfolio.  The bimonthly phone conversations you offer your subscribers have really helped me fine-tune my approach.  My results are much improved (and better than what my broker is doing).Keep up the great work.”

Individual Investor, Indianapolis

I first heard of Asbury Research several years ago while attending a seminar at Fidelity Investments where they were showcasing John Kosar, Asbury’s Chief Investment Strategist.  As a scientist who is used to working with a lot of data,  I was impressed with their ability to mine information from a multitude of sources, synthesize the data and make solid interpretations concerning market direction and sector rotation.  This service has greatly improved my knowledge of the markets and has given me the confidence to make better decisions regarding my portfolio by helping me to place assets in those portions of the market which are most likely to outperform.  I highly recommend Asbury Research to individual investors who want to take charge of their financial future and truly up their game.”

Individual Investor, Ivins Utah

“The more time I spend with your research and reflect on the impact it could have on my decision making, the increasingly thankful I am to have found your research. In the two times we have spoken, I have learned a tremendous amount and you have shortened the time I need to spend learning the models and how to use them.  I have been able to quickly see the value provided by your research and service.

Individual Investor, San Francisco

“I’ve been an Asbury client for more than 5 years and during that time the service has given me a consistent and measurable advantage in my return on investments.  I find it all useful from the Monthly Investment Compass to the Weekly Wrap-Up with the greatest benefit coming from the Asbury 6.  Its six component indexes provide a practical way to interpret gyrations in the broader market. Combined with the clear on/off signal of the Correction Protection Model (CPM), the Asbury 6 has given me a tool to recognize when to sell into a strengthening market and when to rebuild in a weak market. I’m a capable stock picker. Asbury Research has made me a more capable trader.

Individual Investor, Camas Washington

I am very pleased with your service.  It significantly helps my confidence in trying to invest during this crazy time.  The sophistication bundled with its relative simplicity is a key piece to investing that I have been looking for a long time.  I have been listening to John Kosar on the Financial Sense Newshour for years and very pleased that I tried the service.  I am retired.  My current plan is to keep this service active for the remainder of my active investing timespan.  Keep it up. You guys absolutely rock!”

Individual Investor, Greenfield Twnshp PA

“During these volatile times, I rely on Asbury Research’s Correction Protection Model (CPM) along with their charts and data analyses to guard my investments. At 70, I sleep better at night knowing that Asbury has my back.”

Individual Investor, Millersville MD

“I was searching for a comprehensive source of market insights to guide and inform my investing activity. After listening to an Investment Outlook presentation by John Kosar, I signed up as a client of Asbury Research (Asbury) in August 2017. My reward for becoming an Asbury client is gaining access to a tremendous amount of technical market information in an easily understood format across a broad swath of markets (equities, commodities, currencies, interest rates, etc.). Great additions to the research information are actionable trade ideas and talking with John to get answers to questions and real time insights. My risk management actions have been improved by the tools available through Asbury. I’m very pleased with the service and the research is an asset to my investment activities.

Individual Investor, Bellevue WA

“Thanks for the voice mail last week.  I am very, very happy with your service because it gives me the courage to go into the market and helps me assess when to go out of the market. I also did very well trading with your Asbury Momentum Model and am exited about using your new Asbury Value Model.”

CEO, Small Cap Biotech Firm, Boston

 

 

I want to thank you for keeping my investment to a minimum (during the current correction), saving me money.  I would have been much higher percentage invested if it hadn’t been for your Correction Protection Model, so thanks.  I know we investors get impatient, but now I know you will tell us when the time is right to get back into the market.”

Independent Investor, Florida

 

Asbury Research is the single best market research provider that I have had in the past 20 years of my investing and trading experience.  Their data driven approach to markets has given me more insight and knowledge to make better, more accurate decisions.  It’s an amazing service and well worth the investment!”

Private Investor, Atlanta

“I have used Asbury Research in my practice for a few years now and not only has Asbury’s calls been right almost every time and made my clients money, but I also have been able to use the concise information provided to me every week as talking points with clients. They think that I am really smart, please don’t tell them that it’s Asbury who is the smart one.”

Principal, Financial Services Firm, Pittsburgh

“I joined the Asbury Research “fan club” in the spring of 2016.  For years I have struggled with garnering actionable trades from some very good research, just so esoteric that I could not put it to use — that is, until I met John Kosar and Asbury at a NAAIM (National Association of Active Investment Managers) conference a few years ago.  I can’t begin to tell you what a game changer his research has made in my models and my practice.  If you want concise, technically driven, actionable research – spend the money and hire John and crew for your team like I did.

Principle, Registered Investment Advisor, Sioux Falls, SD

“I’ve spent the last year or so to thinking about managing money for clients and, obviously, financial planners do a lot of different things for clients.  We justify charging our fees because of all the services we perform such as, retirement advice, tax advice, etc. But what is the thing the clients want the most?  They want to know that I’m adding value regarding their money management, that’s the number one item.  Otherwise what are they paying for?  I have tried lots of different ideas and different systems and none of them have been great, But by utilizing your services, I have been able to do some special things for people.

Financial Planning Firm, Pittsburgh, Pennsylvania

The testimonials above are taken directly from emails sent to us by actual subscribers. However, be aware that Asbury Research’s purpose is to provide a large and comprehensive list of well-researched investment ideas to a wide range of professional and individual investors. Which of these ideas to invest in, when and how to invest in them, and to what degree, pertains to individual portfolio construction and management and is up to each individual subscriber to implement. Accordingly, no representation is being made by Asbury Research LLC that any subscriber will have similar results and/or successes. The risk of loss trading in financial assets can be substantial. Therefore, you should carefully consider whether such trading is suitable for you in light of your financial condition.

Asbury Research subscribers get more detail on our latest analysis,
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Disclosure/Disclaimer: The information on this website is provided solely for informational purposes and is not intended to be an offer to sell securities or a solicitation of an offer to buy securities. The strategies employed in managing this and other model portfolios may involve algorithmic techniques such as trend analysis, relative strength, moving averages, various momentum, and related strategies. There is no assurance that these strategies and techniques will yield positive outcomes or prevent losses. Past performance as indicated from historical back-testing is hypothetical in nature and does not involve actual client portfolios, does not consider cash flows or market events, and is not predictive of future performance. The model is managed by contemporaneously recording hypothetical trades. Such trades are not live trades and are not influenced by emotional or subjective reactions to extraneous market, economic, political and related factors. The performance for such model(s) is derived from utilizing a variety of technical trading strategies and techniques. Technical trading models are mathematically driven based upon historical data and trends of domestic and foreign market trading activity, including various industry and sector trading statistics within such markets. Technical trading models utilize mathematical algorithms to attempt to identify when markets are likely to increase or decrease and identify appropriate entry and exit points. The primary risk of technical trading models is that historical trends and past performance cannot predict future trends and there is no assurance that the mathematical algorithms employed are designed properly, new data is accurately incorporated, or the software can accurately predict future market, industry, and sector performance.  Asbury Research LLC does not and cannot provide any assurance that an investment in the model portfolios will yield profitable outcomes. The risk of loss trading in financial assets can be substantial, and different types of investment vehicles, including ETFs, involve varying degrees of risk.  Therefore, you should carefully consider whether such trading is suitable for you in light of your financial condition. An investor’s personal goals, risk tolerance, income needs, portfolio size, asset allocation and securities preferences, income tax, and estate planning strategy should be reviewed and taken into consideration before committing to a specific investment program. Please consult with your financial advisor to discuss the appropriateness of any strategy prior to investing. All investments involve risk. Principal is subject to loss, and actual returns may be negative. Returns are not guaranteed in any way and may vary widely from year to year. 

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