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Your Guide to “Safety-First” Profits

InvesTech Research is an independent research firm dedicated to producing in-depth analysis of the stock market for the individual investor.  In a market environment largely devoid of risk management, we aim to provide a valuable perspective. 

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InvesTech Research: A Proven Track Record for Over 40 Years

Based in scenic Whitefish, Montana, InvesTech Research offers a unique “safety-first” strategy to our readers located in all 50 states as well as 43 countries around the world. Through our proven proprietary models and objective analysis, InvesTech has a 40-year history of accurately assessing market risk – telling investors when to be most bullish and when to become cautious.

InvesTech Research is over 2,200 miles away from Wall Street and we see this distance from mainstream financial industries as a core component of our philosophy and objective methodologies. We love our mountain view and are proud to be “Far From the Madding Crowd,” able to offer our readers the clear, researched, objective market analysis you rely on to inform your investment decisions.

A Philosophy Based on Experience

Formerly a Project Manager for IBM Research with a number of domestic and international patents to his credit, founder and president Jim Stack has a B.S. in Mechanical Engineering, with post-graduate study in business. After launching InvesTech Research in 1979, Jim began national circulation of the InvesTech Research newsletter in December 1982.

Today, InvesTech Research publishes the InvesTech Research newsletter, which has earned widespread recognition for its time-proven risk allocation strategy, as well as its in-depth analysis of the Federal Reserve.

Meet the InvesTech Research Team

As a Subscriber, You Will Receive:



The monthly InvesTech Research newsletter contains both monetary and technical analysis and unique research.

Market Insights

Keep up with weekly economic news and data releases and how these may affect your investing.

InvesTech Indicators

Follow InvesTech’s proprietary technical indicators daily to watch for important breakouts or warning flags.

Model Fund Portfolio

View the current investment allocation in our Model ETF portfolio and access the latest trades as they happen.

Daily Data

Daily access to a wide range of stock market metrics, including market indexes, breadth/volume data, and short-term indicators.

Subscriber Library

Explore our library of Special Reports and past issues on important topics of a timeless and historically significant nature.

Why Subscribe to InvesTech Research?

InvesTech Research is governed by a “Safety-First” investment strategy which is committed to helping you preserve capital and identify tremendous buying opportunities.

  • We have a proven track record. For 40 years, we have successfully navigated volatile markets with our “Safety-First” strategy, providing valuable insights to our subscribers.
  • Over 120 years of data inform our publications. InvesTech has developed one of the largest private databases in the industry including technical, monetary, and macroeconomic data. Through this wealth of market information, we’re able to spot trends and detect patterns that most other research firms miss.
  • Time-proven proprietary indicators and tools. We are unique in our ability to analyze both the monetary policy of the Federal Reserve as well as the technical health of the stock market, and what it means for your portfolio.
  • InvesTech provides 100% independent, objective analysis. We sell no investment products. We provide fiercely independent research that you will not get from brokers, mutual fund advisors, and even many investment newsletters.

InvesTech Research Throughout the Years

Eye Of The Storm
Published the week before “Black Monday,” as Wall Street pundits insisted that the market’s recent 200 point drop was nothing more than a “correction.”
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Toro… Toro…
Just 13 days after this issue was mailed, the stock market blasted off on an advance which would take it up more than 1000 DJIA points.
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Insanity Rules
Just 3 months before the Internet Bubble popped [in March 2000], we warned subscribers “Crash or not, the upcoming bear market will likely be viewed as one of the most devastating in history.”
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A 271 Trillion Pound Gorilla
With the nominal value of global derivatives over $271-Trillion, we answered the critical question: “How do we protect our portfolios from this Gorilla if it gets unleashed?”
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A Tale Of Two Bear Markets
This issue was published just 4 days after the Bear Market Bottom and focused on the important topic: “Why we believe the stock market is approaching a buying opportunity of a lifetime.”
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Another Very Good Year
While it was a bumpy ride at times, our disciplined strategy kept us in the bullish camp while many were whipsawed by double-dip recession headlines and market volatility.
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Become a subscriber today for full access to our publications, proprietary indicators, market insights, and other tools. Call our office at (406) 862-7777 (Monday-Friday, 8:30 am-5:00 pm Mountain Time) with any questions. We are here to assist you!

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Rated Best Source of Investment Advice by Kiplinger Personal Finance Magazine.

Best Stock Market Letter

InvesTech Research, which promises ‘safety-first profits,’ has bested the overall stock market over the long haul with less risk. Publisher James Stack analyzes economic, monetary and market data (some going back more than 100 years) to make market calls and recommend allocations. – Kiplinger Personal Finance

InvesTech Research is Frequently Quoted in the Following:

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Market Insights

Keep up with weekly economic news and data releases and how these may affect your investing.