Exclusive

Bespoke Global Recommendations

Our Exclusive Focus List is a customized selection of stocks that we create for you, based on your specific needs. We work closely with you to understand your investing process and strategy, ensuring we recognize what is important to you. We then hand-pick ideas that are not only outstanding O’Neil names but also fit in well with your process.

How do we work with you on an individual basis to provide custom ideas?

For more information, email or call us at
800.545.8940
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CUSTOMIZED IDEAS

“Once we develop a deep understanding of your investment strategy, we analyze our stock universe to uncover a customized portfolio of names.“ – Gregory Jannetta, Chief Operating Officer
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BESPOKE SERVICES

We take the time to develop a relationship with you and to learn about your investing style, needs, and preferences to provide a customized idea flow.
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ANALYST ACCESS

You will have round-the-clock access to a team of investment professionals that are committed to helping you generate the most alpha in your portfolio.