Our primary focus is on investment research and analysis, rather than marketing and sales.

This means you get access to some of the best research and analysis anywhere in the world.

We provide research, consultation and investment publications to financial institutions, professionally managed investment funds, financial advisers, and individual investors.

We  also offer four monthly investment publications on a subscription basis.

(1) Intelligent Investor contains a recommended securities list in addition to the Market Forecaster.

       See here for more details.

(2) Market Forecaster provides monthly forecasts of the U.S, Chinese, Indian and Brazilian markets.

       See here for more details.

(3) Dividend Gems provides an analysis of our recommended dividend securities along with guidance for active management.

       See here for more details.

(4) Commodities, Currencies and Precious Metals Forecaster provides trading guidance for commodities, currencies, gold and silver. 

        See here for more details.

As a part of our research initiatives, we publish research covering individual securities, areas of economic risk, trading strategies, and other topics.

Finally, we offer customized research and analysis delivered by phone consultation or written reports.

Live calls enable institutions to leverage the timeliness of our most critical analysis.

Please note that we do not post any investment research or educational videos on the website.

All investment research video presentations are stored on different platforms.

The website contains information that is helpful to understand general topics about mindset and media, etc. It does not contain any research but the material is important for fostering the right mentality and thinking more clearly.

We have designed a unique platform specifically for financial advisers.

We advise financial advisers on asset management strategies, and we have reserved a limited number of slots for live conference calls to be arranged by the financial adviser with or without their clients. These calls can be used to provide guidance and reassurance, thereby positioning the adviser ahead of the curve.

To learn more about this program, please contact us to arrange a phone consultation

We provide analysts, traders and managers of hedge funds, mutual funds, endowments and family offices with customized research and analysis, valuations, M&A analysis, arbitrage and distressed securities analysis.

Our monthly research publications provide an excellent starting point for all investors.

For many individuals, the Intelligent Investor will be sufficient.

Others will need more assistance with trading strategies.

To meet this added demand, we offer phone consultations at an hourly rate, or a discounted package.

Consultations will cover real-time trading catalysts, entry and exit strategies, hedging, market forecasting and anything else you need*

*We do not provide personalized financial advice. We will not advise you on the purchase or sell of specific securities.

We work with corporate finance departments and corporate venture units in the areas of valuations, acquisition due diligence, technology strategy, economic and financial forecasting.

We also provide assistance to corporate treasury departments for stock buybacks and liquidation of equity investments based on valuation, market and economic forecasting.

Please contact us so we can determine if we can help you with your project prior to submitting payment.

Email us with your contact details, the objectives you wish achieve, and the best time to contact you.

We provide a comprehensive suite of services to entrepreneurs and early stage firms. We also provide consultation to angel investors and venture capital firms.

Our staff has extensive experience in the private markets. Our associates have worked on private placements, in merchant banking, structured carve-outs, consulted for venture capital firms, and assisted entrepreneurs with all tasks associated with the startup and early stage process.

Included in our suite of services are valuation analysis, deal structuring and negotiations, business plan revisions, market research, business and marketing strategy, interim management, fund raising strategies and investor due diligence. 

Our technology focus includes biopharmaceuticals, healthcare IT and telemedicine, and he has worked with several venture capital firms, start-up companies and entrepreneurs in these and other sectors. 

Note that we provide assistance to the fund-raising process in a variety of ways. However, we do not provide financing for ventures nor are we willing to introduce entrepreneurs to angel investors or venture capital firms for a fee. We feel this creates a conflict of interest. We work with entrepreneurs and early stage firms to help position their venture as a viable business proposition thereby making it worthy of notice by professional investors.