For one monthly fee you will have access to the data from all four markets that we track: our US Model, European Model, Japanese Model and Emerging Markets model.

4 Pricing Options

Haugen Equity Signals offers a choice of four different pricing structures, all of which include end of month data along with periodic updates for all of the stocks that we track. Choose the pricing option that works best for you...a set subscription fee, a flat fee based on your AUM, a fee based on the difference that our data makes in your portfolio’s performance, or a fee you pay only if you make money:

  • Standardized Pricing – A set fee for your subscription OR
  • Flat fee – Based on your assets under management OR
  • Flat fee + performance-based – Based on your assets under management (lower than the first option) plus your portfolio’s performance OR
  • Performance-based – A portion of the Alpha produced for your portfolio by our model.

In addition, customized/proprietary versions of the Haugen Model can be built. You can also have an additional exclusive weekly or monthly run of the data on the trading day of your choice, giving you data that no one else gets. Please inquire about details and pricing for these options.