Signal Research Group LLC

Signal Research Group provides investment advisory, retirement-plan consulting and financial planning to individuals (including high-net-worth clients), other investment advisers, businesses and retirement plans, and reports managing roughly $18.3 million in client assets. Services include discretionary portfolio management using model strategies, sub-advisory implementations, and periodic financial planning work.

The firm’s investment process centers on model-driven portfolios built from low-cost mutual funds, ETFs and select individual securities with regular automatic rebalancing and a primary long-term orientation. At the same time, Signal Research Group employs technical and charting analysis and active management techniques, and it may trade or reallocate positions held less than one year when models or market conditions indicate a change.

Notably, the firm develops and licenses market-direction models as a signal provider to other advisers and institutions — a market-timing and subscription service that is uncommon among similar supported firms. Signal Research Group is also affiliated with an insurance agency and its advisory personnel may be licensed to sell insurance products for commission, a relationship disclosed by the firm and one that can create potential conflicts of interest distinct from its advisory services; the firm also reports about $22 million in assets under advisement tied to its model provider work.