Our Custom Advisory serves clients who are looking for ideas specifically tailored to their investment style and strategy. We begin with an in-depth, top-down discussion of your investment mandate, restrictions, themes, and goals—and your distinct pain points. We then mine our sources daily from your perspective and distill actionable ideas worthy of your attention.
How do we customize our research to work with your investment style?
“We filter ideas for our clients. Once we know them and their strategy, we introduce only names they might be interested in and take action on.”
– Michael Cagney, Executive Director, Institutional Sales
Our proprietary equity research platform PANARAY® allows us to screen for stocks from your point of view – filtering based on characteristics, sectors, or goals that you specify.
We are in constant communication with you through face-to-face meetings, phone calls, text messages, or email alerts so that you never miss an opportunity.