Overview

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.


Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...