Sabrient Systems is a Phoenix, Arizona-based firm founded in December 2000. The firm provides quantitative research, proprietary computer models, and stock-screening tools rather than personalized wealth management. Sabrient serves individual investors, financial advisors, and institutional clients through several channels. First, Sabrient acts as a consultant to First Trust Portfolios to design quantitative model portfolios for unit investment trusts, such as the Baker's Dozen and Dividend series. Second, the firm licenses data sets, such as its earnings quality rank, to exchange-traded fund sponsors and hedge funds. Third, Sabrient offers internet subscription services, including a stock-screening and analysis application called SmartLights, which allows users to generate stock recommendations using proprietary algorithms. Finally, Sabrient publishes periodic market commentaries and research reports. Sabrient does not provide tailored advice, manage individual client investment portfolios directly, or hold any discretionary assets under management.
Fee Structure
- Internet subscription services (SmartLights) — $20.00 to $30.00 monthly or $200.00 to $300.00 annually per subscription, providing access to proprietary stock-screening and analysis tools.