Global. Custom. Actionable.
Starting day one, we apply the same rigor found in our research to understanding how you work—your discipline and decision-making style—to ensure that our idea flow rapidly increases your daily efficiency and overall performance. Our Account Managers are highly trained and well versed in the markets and our methodology of identifying stock opportunities that will meet your specific investment discipline. Our independent, 40-member research team screens and analyzes more than 70,000 stocks and funds every day to produce a range of cogent U.S. and global recommendations, shaped by our Proprietary Ratings and Rankings and defensible by our method.