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A Nationwide Network of 100% Independent & 100% Objective Fee-Only Financial Advisers
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Can you tell me about your 100% Independent and 100%
Objective Buy-Side Research Process and is your research distributed by
firms such as Zack's?
Our analysts have freedom to say what we think - not want companies want you to hear. We focus on needs of the investor - both institutional and individual. We believe that analysts that work for firms such as Merrill Lynch and Morgan Stanley, although highly competent and influential, are biased because they are called "sell-side" analysts. Their main purpose is to sell you stocks of companies their firms respectively underwrite. Because of their independence, buy-side research firms actually rate sell-side firms (e.g. Institutional Investor's Rankings). We are one of the first investment research firms to circulate our buy-side research and summaries directly to the public.
When performing our research, our analysts probe management to understand the real trends. We talk to line managers, vendors, suppliers as well as CEOs. We do our homework and always look for the next clue. We use our intelligence and our instinct. We read company and industry reports, economic analysis and briefings on a regular basis. We listen to conference calls with company officials. All this is supplemented with daily fax and computer updates of comments on broad economic and interest rate outlooks coupled with timely industry and individual company information from published sources.
Our analysts also participate in various seminars and professional organizations including the Financial Planning Association and the American Institute of Certified Public Accountants. When making specific buy recommendation, our research analysts work with our Investment Managers who generally follow the below process:
Because we believe your independent Fee-Only Financial Adviser knows you best, they may or make not make use of our investment research. They are free to make specific recommendations based on each individual's risk tolerance, asset-class preference, time horizon, and investment goals and to use other research produced by any firm.
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