I am equity research analyst. Currently working at Cirrus Research, before this I worked for Evercore ISI, Credit Suisse, Donaldson, Lufkin & Jenrette and Robeco Investment for last 20+ years.
We are interested in working with RIA in helping them improve their investment process, build model portfolios and provide research reports. We have model portfolios for large/mid/small. We also have portfolio for Sustainable Dividends, GARP, Quality and deep Value.
We are working with few RIAs who have invested about $300+ mm based on our models. Our product is approved at three major private client banks for SMA portfolios.
If you are interested in working with us please contact us.