Signals
The four allocation models, live states, and the full methodology and pre-registration documentation.
Engagements
How to work with Vercis.
Vercis is a paid research subscription for family offices and accredited allocators. It publishes systematic research and portfolio analytics for your investment committee to integrate into its own process. It does not manage money, custody assets, or place trades.
Founding Client program · limited to five firms
Full access, $12,000 CAD per year, rate-locked for two years.
We are opening Vercis to a founding cohort of five family offices. Founding clients receive the complete research catalog at a fixed annual fee, held for two years, in exchange for serving as a named reference. This is early-access pricing: the live signal record began 1 June 2026 and is still young, and the founding rate reflects that. Standard pricing applies once the cohort closes.
- • Full catalog access, all seats at your firm
- • Flat annual fee — never a percentage of your assets
- • $12,000 CAD per year, rate-locked for two years
- • In exchange: a named reference and a short testimonial
What's included
The full research catalog.
• Four pre-registered allocation models — US Equity, US Fixed Income, CA Equity, CA Fixed Income
• Live signal states, methodology, backtest and limitations per model
• Event-Risk NAV — forward Monte-Carlo simulation
• Regime Monitor — macro regime classification
• Hedging — when downside protection is cheap
• Crash Response — stage-aware drawdown reference
• Factor Explorer — factor cohort browser
• Portfolio measurement — factor, duration, credit and geography decomposition of your own holdings
• Monthly research outlook and email alerts on state transitions
• Quarterly committee-ready review deck
Portfolio measurement decomposes your own holdings only. It is a measurement tool, makes no reference to any Vercis model, target, or benchmark, and is not a recommendation.
After the founding cohort
Standard structure.
Once the founding cohort closes, access moves to three flat annual tiers, priced per firm. Pricing is finalized with the founding clients and published then; founding clients keep their rate.
Research
Signals, plus the supporting analytics — Event-Risk NAV, Regime Monitor, Hedging, Crash Response and Factor Explorer — with the monthly outlook and quarterly review deck.
Partner
Research, plus priority support, onboarding, and general research deep-dives on topics you raise. Flat annual retainer.
Start a conversation
The founding cohort is filled by conversation, not self-serve. Reach the research principal through the inquiry form and we will arrange a walkthrough of the portal and the live record.
Vercis provides systematic research and portfolio analytics for institutional and accredited clients. Fees are flat and per firm; they are never a percentage of client assets. Not an offer to sell securities. Not personalized investment advice.