November 1, 2016

With so many informational sources out there, we try to absorb as much of it as we can to better inform our recommendations for your investment portfolio.
We conduct continuous research to get the most relevant, current market information, leveraging data and research from multiple, reputable sources. The goal is to have an all-encompassing and well-informed view of the markets and economic backdrop affecting the value of your investment portfolio.



Ned Davis Research/NDR International. The research disciplines Ned Davis Research uses combine both a fundamental and a technical approach. In this way, we see how the markets should be acting (fundamental) and can compare it to how the markets are actually acting (technical). We value this well-rounded approach adopted by one of the top institutional research companies today. NDR helps investment management firms make better decisions with unbiased, insightful and risk-appropriate market and global economic data and analysis.

Goldman Sachs. We get a unique and valuable perspective into the markets from Goldman Sachs Global Investment Research. Covering areas such as economics, portfolio strategy, derivatives, and equity and credit securities in more than 25 stock markets and 50 economies, Goldman Sachs understands the issues and trends that affect companies, industries and markets. Goldman Sachs provides original, fundamental insights and analysis for institutional clients in the equity, fixed income, currency and commodities markets, working closely with RIA firms and advisors.

The Leuthold Group. Proprietary research from The Leuthold Group includes commentary on the stock market and economy, bond market observations, equity strategies, overall asset mix tactics, and examination of a wide range of industry-related subject matter of timely interest. The Leuthod Group takes a technical and quantitative approach with broad sector and industry group analysis and intrinsic valuation studies. Utilizing The Leuthold Group allows us to receive information not found anywhere else on Wall Street from models backed by real-life investing experience.

Zacks Investment Research. Founder Len Zacks discovered in 1978 that earnings estimate revisions are the most powerful force impacting stock prices. Following this determination, he created the Zacks Rank system, harnessing the power of earnings estimates. Today, Zacks continues to utilize this stock-selection tool to help people achieve their financial goals, and share reliable investment research and market-beating strategies.