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Review Our 25-Year Benchmark Study HereOur stock ratings have predicted performance with proven accuracy across 433,500+ data points over 25 years. No black boxes. No guesswork. Just quantitative science that works.
| Model | Return Since 12/31/25 | Freq. of Gains | |
|---|---|---|---|
| Free Trial | Resilient Value | — | — |
| Free Trial | Resilient Income | — | — |
| Free Trial | Small-Cap Growth | — | — |
| S&P 500 | — |
Return data as of previous trading day's close.
| Free Trial | Portfolio Risk Analyzer™ |
| Free Trial | Active Risk Monitoring™ |
Every advisor faces a choice. The path you take today determines the firm you become tomorrow.
Both paths require hard work. Only one builds a legacy.
World-class means: Growing with confidence. Protecting with science. Explaining with patience. Building something that lasts beyond you — and that clients are proud to be part of.
Start Building Your LegacyThree simple steps to smarter investing
Look up any stock and see its A+ through F rating
based on our proprietary Financial Strength Number™
Choose from our ready-made models or
create your own using stocks rated B+ or higher
Active Risk Monitoring™ alerts you when any stock's
rating changes, so you're never caught off guard
Our ratings aren't just theory — they're backed by 25 years of verifiable, independently auditable performance data.
433,500 samples • Zero survivorship bias
We welcome scrutiny. For institutional due diligence, we'll submit any 2 of our 9 proprietary ratings to independent third-party verification by McKinsey, PwC, or Deloitte — all under strict confidentiality agreements.
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40 large-cap stocks with strong fundamentals built for market volatility
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