U.S. investors have panicked over the past few months as the stock markets have plunged in the wake of President Trump’s discussions of pending tariff policies, starting with 25% tariffs levied against China, Canada and Mexico on February 4th, 2025. However, customers of fledgling research provider, ViewRight Advisors, were warned to sell 1/3rd of their stock portfolios in February, followed by a second signal to reduce their exposure by another 1/3rd in March.
What does ViewRight Advisors Do?
Founded in January 2025, ViewRight Advisors provides data-driven risk management solutions that help investment professionals navigate market cycles with confidence. Their systematic approach pinpoints key market inflection points, enabling clients to minimize downside exposure while maximizing upside participation. Following is a more detailed discussion of ViewRight Advisors’ product offerings, target market, and business model.
Provide general background on your firm. When were you founded? How many staff does your firm currently employ? Where are you located? What was the main reason your founder started this firm?
ViewRight Advisors (VRA) was founded to empower institutional investors and wealth managers with disciplined, adaptive risk management. Headquartered in Jupiter, Florida, VRA operates as a boutique, founder-led firm with institutional-grade experience and a commitment to both protecting client portfolios and capturing opportunities throughout all market cycles.
The firm began operating in January 2025, driven by founder Vincent Randazzo, CMT—a 20-year veteran of the investment research industry. Throughout his career, he witnessed how traditional risk management strategies often fall short at critical turning points—either capping upside potential, reacting too slowly to safeguard capital, or causing whipsaw effects that undermine client confidence. ViewRight Advisors was created to solve this problem.
By leveraging a proprietary system based on decades of market breadth analysis, VRA delivers a rules-based process that minimizes drawdowns and maximizes upside potential, offering a scalable and resilient approach to equity risk management.
What does your firm do? Outline the unique research service that a client can receive from you? What are the main deliverables that clients receive from you (research reports, models, access to experts, conferences, institutional sales support, other)? Explain your research process. Provide product screenshots and/or process diagrams.
VRA offers an adaptive, systematic overlay that dynamically adjusts equity exposure based on objective measures of market health. Their core service, the Defender Program, uses proprietary market breadth and trend analysis to generate signals across four exposure levels: 100%, 66%, 33%, and 0%. These signals enhance risk-adjusted returns in long-only portfolios and inform tactical positioning in flexible mandates (e.g., when to hedge or take on aggressive positions). The program ensures portfolios remain strongly correlated to the market when favorable, and uncorrelated when necessary.
Defender’s performance history demonstrates consistent outperformance—delivering 5x the cumulative return of buy-and-hold over 36 years, with 70% lower bear market drawdowns and faster recoveries.
With an approach focused on the value of content, not volumes of content, clients receive:
• Monthly research reports with regime updates and equity exposure recommendations
• Real-time alerts upon buy/sell signals
• Strategic advisory calls for deeper portfolio application
• A robust rules-based model grounded in empirical market analysis
• Custom implementation support
VRA’s mission is to equip professional investors with a clear, evidence-based framework for managing equity exposure—grounded in historical data, technical precision, and real-world usability.
Who are a few of your firm’s key management / analysts and provide bios.
Vincent Randazzo, CMT – Founder & Chief Market Strategist
Vincent brings over 20 years of institutional experience, previously leading technical research at CFRA and Lowry Research—where he helped identify major market turning points like the 2018 and 2020 bull markets. A Chartered Market Technician (CMT) since 2008, Vince has been featured in Bloomberg, Nasdaq, and the CMT Association. He founded ViewRight to deliver a repeatable, evidence-based overlay for risk-conscious investors.
Describe at least one “case study” of where your firm’s research has enabled a client to profit or to save themselves from potential losses.
One of VRA’s earliest subscribers, a wealth advisor managing over $3 billion in client assets, applied the Defender Program across several model equity portfolios.
In early 2025, the firm acted swiftly on Defender’s initial sell signals in February and a secondary reduction in March, reallocating equity exposure into Treasury bills and other lower-beta assets. These actions, based on early signals of deteriorating market breadth, protected years of accumulated gains and significantly reduced downside risk just as broader equity markets began to decline.
By adhering to VRA’s systematic risk signals, rather than reacting to headlines or discretionary analysis, the client was able to preserve capital, maintain client confidence, and remain well-positioned for the next market cycle.
Who is your firm’s target customers (hedge funds, mutual funds, pension funds, corporates, others)?
VRA’s primary clients are wealth managers, RIAs, and institutional investors — including hedge funds and family offices — seeking a low-turnover, high-clarity system for dynamically managing equity exposure. VRA’s service especially appeals to those managing long-only portfolios, tactical strategies, or platforms looking for scalable overlays with flat-fee pricing and minimal operational complexity.
Who are some of your firm’s chief competitors in the financial services market?
While many firms offer tactical research or sub-advisory services, few offer a standalone equity overlay that combines breadth analytics, historical probability, and tactical alpha in a turnkey format.
Most competitors charge AUM-based fees (0.30%+) or deliver prescriptive models. In contrast, ViewRight offers a transparent flat-fee model and a performance history that shows higher returns, lower drawdowns, and less volatility across decades of back-testing.
What makes your firm different or unique from other firms in the same space?
VRA stands out through their century-tested, breadth-driven approach. They deliver actionable insights well before traditional price-based indicators show signs of stress. While most firms rely on reactive strategies or broad allocation models, VRA focuses on the underlying health of the market by analyzing capital distribution across thousands of stocks.
VRA’s Defender Program is:
- Unemotional in execution;
- Strategically precise, with just 24 sell signals and 10 buy signals over 37 years;
- Designed to minimize drawdowns while fully participating in uptrends.
VRA’s system provides a simple, scalable overlay that delivers institutional-grade risk management without complexity or overtrading. Defender doesn’t chase momentum or rely on forecasts—it follows immutable, internal market data to align portfolios with favorable reward-to-risk conditions.
What is your firm’s commercial model? What is the price range for your service?
VRA offers a transparent, flat-fee subscription model with three tiers:
• Essential – $7,200/year: All research and alerts
• Premium – $11,700/year: Adds quarterly consultations
• Elite – $21,000/year: Monthly strategy sessions and customized guidance
All clients receive onboarding consultations and email delivery of research reports and alerts.
Subscriptions Details
What are a few of your firm’s next major targets/milestones?
VRA is focused on:
• Launching leveraged and short-enabled tactical strategies
• Building API integrations for real-time model execution
• Expanding quantitative R&D capabilities
• Establishing strategic partnerships with wealth platforms
These initiatives represent VRA’s commitment to continuous innovation in systematic risk management solutions.
Contact information
vincent@viewrightadvisors.com
https://viewright.ai