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.

Become our client

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.

Become our client
client image
client image

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

Congress Faces Shutdown, SC Primary

South Carolina has a Saturday primary, and this weekend former President Trump and former Governor Nikki Haley face off in what polls show will be a blowout victory for Trump. Obviously, a Trump victory in Governor Haley’s home state...

February 23, 2024
reserach-mark image
L. Thomas Block
Washington Policy Strategist

FIL Presents Compelling Upside

Given the success of Solana and Bitcoin's persistent dominance in this bull market, many have been quick to write off ETH. There is no doubt that ETH faces its own set of challenges, including a complex modular stack...

February 22, 2024
reserach-mark image
Sean Farrell
Head of Digital Asset Strategy

Congress takes break and Fed Releases Minutes

While Congress may be in recess this week, Washington should generate news on Wednesday when the Fed releases the minutes from the January FOMC meeting.

February 20, 2024
reserach-mark image
L. Thomas Block
Washington Policy Strategist

The Game Is Changing

While we maintain that macro conditions are still the most critical factor in assessing the medium/long-term trajectory of BTC prices, daily returns of the leading cryptoasset continue to exhibit a lack of defined correlation with any major macro...

February 16, 2024
reserach-mark image
Sean Farrell
Head of Digital Asset 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.

Become our client
client image

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.

client image

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.

client image

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.

chart image

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.

Contact Us

contact-form image

Visit:

150 East 52nd St, 3rd Floor, New York, NY 10022

This is your default error. :)