Our Research

To an investment analyst, investment research is the process of understanding current and future opportunities that are found in the financial markets. The data collected by an analyst is then used to create reports which can be shared with clients.

The first step of doing any type of analysis is collecting information on companies under consideration for purchase. This includes utilizing public resources such as annual reports, news releases and websites.

The next step is to analyze the information collected from public resources in order to form a thesis on whether or not a company will be successful.  In this phase of analysis, an analyst will also look at how much future growth can be anticipated from a company’s current situation.

Understanding a company’s financial situation is the next step to being able to accurately predict future performance. This includes checking for debt, revenue and other key metrics.

In order to determine whether or not an investment will be profitable, analysts must compare a company’s current position with its competitors as well as the overall market.

Another factor to consider when analyzing a company is the management team. Is it cohesive? Are they capable of turning the organization’s potential into reality?  An analyst must determine whether or not the management has successfully implemented their strategies in previous positions before deciding if they are right for an organization.

The final step is business valuation. This is done by projecting future cash flows based on possible scenarios that are created because of the analyst’s findings.

The reporting stage can be broken down into two components. The first part is creating an investment recommendation which includes determining the best investment strategy for each company under consideration and whether or not it should be added to current portfolios. The second part of reporting is generating an investment grade which includes grading the company based on its competitive position compared to other opportunities.

The final step of the investment research process is sharing information with external parties who can make use of it. This includes anyone from clients to potential investors and executives within a company.

An important factor in conducting good research is to always maintain independence. This means that the analyst shouldn’t rely on information provided by external parties or companies because it can result in inaccurate or biased data.

Research must also be conducted for all types of securities available within a market. This includes public securities, private asset classes, foreign investments and derivatives.

The final factor of investment research is remaining up-to-date on current events. This includes utilizing various company reports, earnings releases and economic data to form an accurate picture of financial markets.

01 Addressing Your Priorities

Our experts spend as long as they need to get to your situation’s source. You ask questions so that you can identify the problems that need to be addressed as priorities. It can be a liberating feeling and many consumers are shocked to see their barebones laid on paper.

02 Constructing the Plan

We use the intricacies of your financial assets, liabilities, debt, cash flow, capital and a variety of other information to classify areas of concern. After we finish our assessment, we will collaborate closely with you in drawing up a straightforward and succinct action plan that will deal with all problems – some of them sooner than later.

We shall expect you to ask several questions at this stage, as at others. We welcome inquiries, as we know you want to learn as much as possible about the planning process. We will clarify why we make suggestions and wait for questions or suggestions again.

03 Assessing Risk

After we figure out what precautions are being taken, we determine the investment risk tolerance. It will basically see to what degree the money will be subjected to danger and it will have an effect on the accumulation of capital and the speed at which it takes place. We will continue to explore the investments your money will need to purchase for your portfolio while deciding your risk tolerance.