A single Substantiation File is the entry point. Three subscription tiers follow. Custom model licensing sits alongside Enterprise. Every product runs from the same point-in-time data infrastructure, validated factor library, and documented backtesting framework.
For a stated capability or performance claim, Marnello produces the statistical record connecting the claim to measured outcomes: methodology, data sources, computation, results, and stated limitations. Formatted to sit in a compliance file without further work.
Independent advisers, small research shops, corporate finance analysts
RIAs $100M–$1B, family offices, boutique managers
Mid-size RIAs, multi-family offices, corporate treasury, fintech platforms
When an analytical question exceeds the scope of a standard deliverable, it is scoped into a fixed-fee project. The client receives a non-exclusive perpetual licence to the output for internal use. Marnello retains methodology ownership.
| Engagement | Fee | Analyst hours |
|---|---|---|
| Single-factor construction and validation, specified universe | $15,000–$20,000 | 60–80 |
| Multi-factor composite with risk model | $28,000–$38,000 | 110–150 |
| Volatility or regime classification model with descriptive statistics | $25,000–$35,000 | 100–140 |
| Portfolio risk decomposition framework | $30,000–$45,000 | 120–180 |
Written specification: question, data requirements, success criteria, acceptance tests. Fixed fee, credited against build.
Development, parameter estimation, initial validation.
Out-of-sample, sensitivity, transaction cost, robustness.
Specification, validation record, output data, walkthrough. Clarification and minor recalibration for 90 days.