Welcome to Maestro Capital Research

As with master compositions, successful investment strategies are discovered not within the distracting chatter of a noisy herd, but through extensive study, unique perspective, and a deep passion for the art.  This intensive, creative process has been employed by the principals at Maestro Capital Research for decades.

At Maestro Capital Research, we have developed a diversified portfolio of strategies that help investors profit not only during the steady growth periods, but also during the volatile declines with significantly less drawdowns than with the classic “buy, hold, and hope” approach. Based on years of successful trading and investing experience, Maestro Capital Research continues to carve out a competitive edge and generate returns well above the market averages.*



* IMPORTANT: Please read Maestro Capital Research’s Terms of Service.


Maestro Capital Research is an investment research firm focused on developing and providing effective, real-time trading and investment strategies to funds and individual investors using stocks, ETFs, equity options, and futures.  Founded by Roger Koehler and Tom Bertolino, Maestro is the result of over 40 years of successful technical and fundamental trading and investing expertise.

* IMPORTANT: Please read Maestro Capital Research’s Terms of Service.


Maestro Capital Research’s flagship strategy called Forte is the only strategy currently open for subscription. The Forte Strategy, the result of over 17 years of research and development, is a rules-based trading method using a basket of leveraged exchange traded funds (ETFs).

Historically, certain securities have a predictable tendency depending on industry characteristics, size, trading volume, market volatility, seasonality, economic and monthly cycles, etc. The Forte Strategy is designed to capitalize on trend and consolidation patterns driven by these factors using optimal risk-controlled position sizing, profit targets, and stop losses while achieving consistent returns with minimal drawdowns.

To view our first full year of actual performance statistics* and subscribe to the Forte Strategy, click here.




* IMPORTANT: Please read Maestro Capital Research’s Terms of Service.


How to Profit*

Forte Strategy Subscription
In partnership with Collective 2, individuals may purchase a monthly subscription to the Forte Strategy at a cost of $49 per month (contact us to receive a discounted monthly rate!). Simply create an account with Collective 2 (initial account setup is free), use the search field to locate “Forte Strategy”, and subscribe. Through Collective 2, you are able to receive trade alerts and/or autotrade through one of several online broker partners (MCR recommends Interactive Brokers).

Maestro E-Mail List
Sign-up here to receive MCR’s weekly market and strategy updates!



* IMPORTANT: Please read Maestro Capital Research’s Terms of Service.


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* IMPORTANT: Please read Maestro Capital Research’s Terms of Service.