William O’Neil + Company is headquartered in Los Angeles, California with offices in New York, New York and Boston, Massachusetts. Founded in 1963 as an investment management and brokerage firm, the company has evolved to become a Registered Independent Advisor providing independent research and investment information supporting the institutional investment community. We provide equity investment ideas, securities data research, analytic tools, and trading services to more than 400 major institutional money managers (pension and mutual funds, banks, insurance companies, and corporations) in the United States, and around the world.
William O’Neil + Company is a leader in global equity market information and data research. Today, we maintain one of the industry’s most extensive and highly sophisticated databases tracking detailed historical information on over 65,000 stocks in the U.S. and 70 countries in both the Emerging and Developed Markets. We also maintain individual databases on mutual funds, economic variables, industries, sectors, and market indicators.
Our mission is to assist the institutional investor in maximizing their respective portfolio’s performance. Serving the investment community for over 45 years, our services are designed by investment professionals for investment professionals to complement any discipline and investment strategy. Our equity idea services as well as our electronic services provide a robust menu of choices to support the investor’s needs.