The SPY Report
S&P 500 Index

Philosophy and Commitment to Clients

#1)“Why fit in when you were born to stand out?” – Dr. Seuss

Common challenges are shared in the financial world of investments, but common solutions or approaches may not always be appropriate. So instead, we offer unique research perspectives and deliver alternative sound ideas to provide a competitive edge in performance and risk-vs-reward.

#2)“The difference between good and being great is just a little extra effort.” – Duffy Daugherty

Thorough due diligence involves listening to the markets and ignoring the noise, asking intelligent questions and being constantly present to observe and evaluate the subtleties and nuances which often precede changes in trends and conditions. Results oriented performance without compromising quality and standards is what it’s all about!

What We Deliver

Real time analysis and sophisticated decision support research and viritual advisory services for investment managers, RIA firms and professional or self-directed investors via:

  • Alternative investment strategies and themes with an emphasis on market timing support; and
  • Direct or indirect portfolio oversight with respect to asset allocation and risk management

These services are available on a limited subscriber-membership or client basis and typically provided via:

  • Our research publications which included real time updates on an as-needed basis; or
  • Consultative advisory retainers (which are pre-negotiated and selectively based upon investor or client suitability)

Rigorous and proprietary multi-disciplined methodologies of analysis applied to core asset classes within the capital markets and our opinions and forecasts are derived from continuously monitoring highly liquid securities.

Still Curious and Want to Learn More?

Reach out today to schedule an initial consultation and determine if we’re a suitable match. Just one click is all it takes.