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ClaimMarket Research in Brentwood, TN
Our stock research tools help clients grow assets, keep them longer and avoid regulator scrutiny. Machine learning and AI drive the best investment research software in the business on 3000+ stocks, 500 ETFs and 7000 mutual funds. Ernst & Young proves the superiority of our research in this white paper: https://www.newconstructs.com/ernst-young-proves-superiority-of-our-data-roic/ We provide wealth managers with the most cost efficient solution for maximizing the quality & compliance of investment recommendations. Despite the lack of regulatory guidance for fulfillment of the Duty of Care, there is plenty of common-sense guidance from thought leaders such as wealthmanagement.com, MarketWatch, Michael Kitces and Kim O’Brien, CEO of Americans for Annuity Protection. They all agree that research that fulfills the Duty of Care should be: - Comprehensive: Incorporate all relevant publicly available data from 10-Ks and 10-Qs, including the footnotes and MD&A. - Un-Conflicted: Provide unbiased research. - Transparent: Show how the analysis was performed and the data behind it. - Relevant: Show a tangible, quantifiable connection to fundamentals.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
Brentwood, TN
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Year founded
Founded 2002
1 Locations
- Brentwood , TN
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