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Membership Plans

stoxdox – 360: $360/year

stoxdox – Advisor OIO: $2,500/year

stoxdox – Enterprise OIO: $7,500/year

Custom plans and roles are tailored to your needs. Please contact us to discuss.

Refund Policy for all plans: If you cancel within the first 30 days you will receive a full refund minus $30.

stoxdox – 360

What you receive:

  • A professional portfolio manager, analyst, and advisor with 26 years of experience.
  • The highest quality, unbiased, professional analysis delivered in an actionable format.
  • Timely research and insight into individual stocks, sectors, and asset classes.
  • Individual stock reports and associated ratings.
  • Portfolio Tool: our research database updated in real-time.
  • Full access to our research library.
  • dox it!: submit research requests.
  • A full-spectrum, full-cycle, and global perspective.
  • Regular market outlook reports as conditions change.
    • Filter the noise: broad market review and outlook
    • Did you know?: opportunities and insight
    • Sector watch: sector outlook
    • Stocks to watch: key stock summaries offering market insight
  • See stoxdox – 360 for full details.

Designed for investors and professionals.

stoxdox – OIO

Full access to stoxdox – 360 member services:

Outsourced Information Officer:

  • Consultations tailored to your needs. Participation in meetings and/or the Investment Committee.
    • Advisor OIO: annual consultations
    • Enterprise OIO: quarterly consultations
  • You may publish our role in your materials and on your website.
    • Elevate your firm’s skill set while retaining maximum cost optionality.
    • The recent Charles Schwab 2021 RIA study found that recruiting staff to increase firm skill set and capacity is the top priority for RIAs.
    • The 2021 Fidelity RIA study evidences outsourcing as a powerful tool for increasing firm competitiveness while retaining expense optionality.
  • Professional use of stoxdox content with attribution (some limitations apply).
    • Strengthen your competitive positioning while retaining maximum cost optionality.
    • Access timely, professional, and insightful analysis to elevate your client and prospect communications strategy.
    • The 2021 Fidelity RIA study ranked content marketing as a top choice for client growth and retention amongst leading RIA firms.
    • Outreach is especially important during recessionary periods as client retention is a top priority while growth opportunities expand rapidly.

Designed for advisors and firms.

See Advisor OIO and Enterprise OIO for full details, or Members to select a plan.