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 clientRIAs & 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
“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...
Mark L. Newton, CMT
Head of Technical StrategySPX, 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...
Mark L. Newton, CMT
Head of Technical StrategyAPRIL CPI WED AM: A good April CPI shatters "inflation accelerating" camp, meaning number of Fed cuts by YE 2024 starts to drift higher towards 2.0-2.5
VIDEO: The April CPI report is one of the most important of 2024. The early release of April PPI might give us a clue for the long awaited peaking of auto insurance rates (duration: 4:20).
Thomas Lee
Head of ResearchNASDAQ back at new highs ahead of CPI, while SPX, DJIA are close
Equity trend bullish but might stall out temporarily near late March highs barring a very light CPI number that results in Treasuries extending recent gains. Short-term trends remain bullish, and momentum and breadth are supportive of further gains...
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.
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.
Webinar
Tue, May 21 11:00 AM ET
Tom Lee’s Granny Shots Stock List & Market Update – May 2024
Webinar
Thu, May 9 2:00 PM ET
Zeta: The AI-Powered Marketing Cloud Making Sophisticated Marketing Simple
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.
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.
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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