We can create:
Data and Information customizable to meet
our clients' needs. 		 
Data Based Product Offerings

We can provide customized data sets delivered on a scheduled basis for use in our clients own models and analysis.

  • Data: Ratings, Rankings, Key Performance Indicators, Data and Estimates on over 3,600 companies or we can create a custom Client Specific Universe.
  • Portfolio Reviews: In-depth review and analysis of client portfolios; including value sensitivity and correlation analysis.
  • Special Studies, Reports & Screens: Lists of stocks with key attributes and investment opportunities; Cash Cows, M&A targets, accounting / governance red flags, potential share buy-backs, dividend growth, restructuring opportunities.
  • Custom Special Studies, Reports & Screens: Client requested data feeds, studies, reports and screens can be custom produced on a project basis.


For more information about our Firm click here.