We power RIAs and wealth management firms with institutional-grade data

Fundstrat empowers Registered Investment Advisors with unparalleled financial tools and insights. From user-friendly dashboards to bespoke research and curated stock recommendations, our tailored solutions optimize decision-making, improve client satisfaction, and drive growth – regardless of your firm's size.

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RIAs & Wealth
Managers

At Fundstrat, our strength is comprehensive financial research and cutting-edge analysis tailored to RIAs & wealth management boutiques. Use our suite of services, including client calls with analysts, to gain a competitive edge through informed decision-making.

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Research

Why You Need Our Research

RIAs who seek to provide the best advice possible to their clients need to stay well ahead of the knowledge curve. With Fundstrat’s research, you can navigate markets and serve clients confidently – offering concise, actionable insights tailored to the unique challenges and opportunities RIAs face.

Our Research

Macro Strategy

Thomas J. Lee, CFA

Technical Strategy

Mark L. Newton, CMT

Portfolio Strategy

Thomas J. Lee, CFA

Quantitative Strategy

Ken Xuan, CFA, FRM

U.S. Policy

L . Thomas Block

Digital Asset Strategy

Sean Farrell

Sector and Stock Recommendations

Latest Research

Silver should be favored over Gold; Mining stocks gaining ground

Equity trend bullish but I suspect until both DXY and TNX break trendline support that the rally could prove a bit choppier into the end of May before a stronger push higher.   SPX and QQQ’s push back to...

AGQ
GDX
GLD
RSP
RSPM
SILJ
SLV
XLB
May 17, 2024
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Mark L. Newton, CMT
Head of Technical Strategy

A DC Win for Crypto

During a relatively slow week in Washington, the Congress sent a resolution to the White House that would stop a SEC rule designed to limit the ability of banks to provide custody services for crypto assets.  The proposed...

May 17, 2024
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L. Thomas Block
Washington Policy Strategist

“The Pause that Refreshes”

Equity trend bullish but one can’t rule out some temporary consolidation into next week after this push back to new high territory as QQQ, SPX consolidate gains before rallying further.  Yields and the US Dollar have pulled back...

AAL
BLDR
CL
COST
HON
HSY
JBHT
MMM
ODFL
PCAR
RSP
RSPG
RSPS
STZ
TSN
UAL
UBER
WBA
WMT
XLE
XLI
XLP
May 16, 2024
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Mark L. Newton, CMT
Head of Technical Strategy

SPX, QQQ push back to new highs;  REITS are raised to Technical Overweight

Equity trend bullish but one can’t rule out some temporary consolidation after this push back to new high territory as QQQ, SPX consolidate gains before rallying further.  Yields and the US Dollar have begun to accelerate lower but...

ESS
HIW
IRM
IWM
QQQ
SPX
WELL
May 15, 2024
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Mark L. Newton, CMT
Head of Technical Strategy

Partner with Fundstrat

Stand out from the crowd by proudly showcasing Fundstrat's logo and featuring our experts’ quotes on your website and client notes. Benefit from an association with our reputation and bolster your brand’s image.

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Outlooks and Forecast

Recognizing the unique market position of RIA firms, we craft tailored forecasts, allowing you to provide clients with a value proposition comparable to that of larger competitors, ensuring they have the nuanced appreciation of context needed to navigate the investment landscape.

Client Portal

Our digital library is no longer just for large institutions. The intuitive dashboard and tools are designed for ease of use, meaning that even solo advisors can swiftly navigate and deploy our insights for the benefit of their clients and their practice.

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Co-Branded Reporting

We recognize the value of branding and customer loyalty, which is why we offer RIAs and wealth management firms the opportunity to release co-branded reports. Combining our meticulous research and insights with your brand, these reports elevate the quality of information disseminated and enhance brand credibility and trust. A co-branded partnership gives your clients access to premium, timely, relevant information, solidifying their allegiance to your brand.

  • Prestigious partnership
  • Brand exposure
  • Custom templating
  • Choose the report sections you want
  • PDF, HTML, or RTF format
  • Customizable reports
  • Share insights with clients

Latest Webinars

Featuring invaluable technical deep-dives and top guest speakers, our webinars are available to RIAs of all sizes and offer a continuous stream of actionable insights, ensuring you remain fully in the loop without the overhead of a research budget.

Client Passes: Strengthening Client Bonds

Offer your clients an exclusive opportunity to join a Fundstrat webinar. Granting privileged access allows you to share premium financial insights with clients – strengthening bonds and reinforcing trust. Use Fundstrat’s insights to nurture client relationships and take them to new heights.

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Sector
Positioning and Strategy

Fundstrat's sector positioning advice is a must-have for RIAs and wealth management experts. Rooted in evidence-based research, our sector insights empower you to navigate complex market situations with confidence. Whether you are a solo RIA or a team, our analysis focuses your decision-making on aligning portfolio strategies with objectives as well as market trends. With Fundstrat, you're poised to offer top-tier guidance.

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Frequently Asked Questions

We distill nuanced economic patterns into relatable insights, simplifying complex data sets into actionable recommendations – ensuring small advisory teams without extensive quantitative resources can harness big data to remain attuned to broader dynamics and craft strategies that resonate with large market movements.

Our goal is to elevate a blend of qualitative analysis and quantitative methodologies into the art and science of investing. Focusing on earnings reports, sector weightings, sub-industries, and thematic stocks, our research carves a pathway to optimized returns with effectively managed risk.

Fundstrat publishes real-time updates, research notes, webinars, and in-depth reports on daily, weekly, and monthly schedule, offering macro, fundamental, portfolio, technical, U.S. policy, and crypto analysis as well as stock lists.

We offer RIAs and wealth management firms the opportunity to release co-branded reports. You can stand out from the crowd by proudly showcasing Fundstrat's logo and featuring our experts’ quotes on your website and client notes. A co-branding partnership gives your clients access to premium, timely, relevant information, solidifying their allegiance to your brand.

Our Market Update webinars act as timely touch points. Whether it's a mid-year re-calibration or a significant policy change, we convene promptly to offer analysis and guidance. Annual outlooks provide an invaluable compass for RIA firms, shedding light on evolving market contours. Anticipate shifts and align your strategies with insights derived from a rich tapestry of evidence-based research; expect in-depth analysis of sector weightings, prevailing market trends, and key indicators shaping the financial year.

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