The Thoughtful Investor is designed for customization by individual investment advisors. The standard printed newsletter features your photograph as part of the front page masthead and contact information on the back mailing panel. We also produce an email version of the newsletter that can be linked to your site. Individual articles from The Thoughtful Investor are available for purchase for use in advisors’ in-house newsletters, marketing pieces or web site.

Newsletters are priced as follows:
First time set up charge for photograph and contact information - $60
Custom mastheads developed on a bid basis.

Printed newsletters - 2-color
Minimum 250 newsletters -$1 per newsletter
Next 251 to 500 newsletters - 90¢ per newsletter
Next 501 to 1000 newsletters - 85¢ per newsletter
Next 1001 and up - 75¢ per newsletter

HTML coded email newsletter(s) - $250

Pdf file for web site posting with purchase of printed newsletters - $45

Full-color, customized pdf file for email distribution without purchase of printed newsletters -$250, plus one-time set up charge

Custom newsletters are also available that use a combination of client-produced and Thoughtful Investor articles. Please call for pricing.

Articles are available for purchase at the following costs:
Less than 250 words - $50
250-500 words - $80
More than 500 words - $100

If you are interested in using The Thoughtful Investor in your marketing efforts, please call today and let’s discuss! Article summaries are provided via email quarterly with complete articles available upon request should you wish to preview an issue.

View past issues online