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 recognize that no two clients are the exact same.  Therefore, we strive to offer custom solutions tailored to your specific needs rather than a canned product that we attempt to sell to as many people as possible.  We are fee-only and driven solely by the needs of our clients.  We seek to augment the internal research efforts of our clients in a personalized, confidential manner.  We are available both on retainer as well as for specific projects, and we offer automated reports that allow you to focus efficiently on the parameters that you deem important in the maintenance of your existing portfolio or in the search for new buy ideas.

 

Here are some of the services we provide:

Porfolio reviews, Screening for new ideas, Earnings Call Summaries, SEC Filing Reviews, News Alerts, Security Research (from a buy-side perspective), Management Interviews, Conference Attendance, Performance Attribution, Consulting for process improvement, Technical Analysis for entry/exit, "Landmine" detection, new buy write-ups, Input and graphics for those dreaded Quarterly Letters, ETF/Mutual Fund selection, Compliance

 

DELIVERABLES

 

Specific types of research:

Financial Review, Relative Valuation, Technical analysis, Macroeconomic analysis, identification of opportunities and risks, business model/management assessments, earnings revision trends, price momentum analysis, short-interest, insider activity, institutional holder analysis

 

 

 

 

We do what you need us to do! 

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