Helping buy-side investors with their internal research

Do you need help in  your research process?

Do financial constraints limit your access to important resources and tools?

Can your time be spent more effectively focusing on asset allocation, financial planning, portfolio management, developing client relationships or just running your business?

Would you like to add analytical horsepower while maintaining flexibility? 

Learn more about how we can help you do your job more efficiently and cost-effectively.

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In serving our clients, we use many state-of-the art tools.  Common to most of them is that they allow the analyst to integrate great amounts of data within a very short period and perhaps even in real-time.  Below is a list of some of the resources that we employ and can use to help make your investment research more comprehensive:



  • Base Line
  • Google News Alerts
  • Intrinsic Research
  • Management CV
  • StreetInsider
  • Wall Street Source
  • Zack's


Periodicals regulary read:

Barron's, Wall Street Journal, New York Times, Washington Post, Investors Business Daily, New England Journal of Medicine, Forbes, Fast Company, Fortune


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