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.

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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.

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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

Biotechnology breaks out, while Semiconductor stocks near support

S&P and QQQ have now sold off for three straight days, while the Equal-weighted S&P 500 and DJIA have rallied for five straight days.   Thus, it remains an unusual market, but ultimately it has fared better than what...

ALNY
IBB
RSP
SMH
XBI
XLV
June 24, 2024
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Mark L. Newton, CMT
Head of Technical Strategy

VIDEO FLASH: Case-Shiller April price data (Tue 9am ET) likely to confirm home prices YoY set to roll over.  Also, Bitcoin selloff from Mt Gox only temporary

VIDEO: The year ago Case-Shiller home prices were rising ~0.80% MoM April thru Sept, and the pace in 2024 is more like +0.30% MoM.  This means home prices YoY are set to rollover hard = affirming future shelter...

June 24, 2024
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Thomas Lee
Head of Research

Politics and Court take center stage

This coming week will see the first debate of the 2024 Presidential cycle between the two major party candidates as Democrat President Joe Biden, and former Republican President Donald Trump meet in a debate to be broadcast on...

June 24, 2024
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L. Thomas Block
Washington Policy Strategist

As we enter final week of June, global economy strengthened while inflation weakened = stocks up for "right" reasons and well setup for July

VIDEO: As we enter final week of June, the global economy's fundamentals strengthened this month, while inflation weakened = stocks up for the right reasons (duration: 3:07).

AAPL
AIQ
AMD
AMZN
ANET
ARM
AXON
AXP
AYI
BLD
CARG
CAT
CDNS
CMG
COIN
COP
COST
CRM
CRWD
CVNA
DECK
DFH
EOG
EXP
FANG
FLS
GBX
GMS
GOOGL
GRMN
GWW
HCI
HIBB
HUBS
IBP
IJR
ISRG
IWM
JPM
KLAC
LLY
MARA
META
MLI
MPC
MSFT
NEU
NFLX
NOV
NOW
NSSC
NVDA
NVO
ODFL
ORCL
PANW
PLTR
PLUS
PSX
PYPL
REX
SEMR
SHAK
SMCI
SMLR
SPOT
TDG
TPX
TREE
TSLA
WING
WSM
XLF
XLI
ZS
June 23, 2024
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Thomas Lee
Head of Research

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.

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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.

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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.

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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

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

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