A CFA on your team. Without the headcount.
A dedicated Playbook Research analyst who learns your book, takes your call before you action an investment, and turns our research into recommendations built for your clients. Includes Macro, Equity, and ETF Research subscriptions.
“I work as an extension of your practice — one call, one clear view, and accountable to you.”
An analyst who works inside your practice.
Knows your book
Reviews your holdings, mandates and constraints, and keeps a running picture of how your clients are positioned.
On-call second opinion
A direct line for a considered view before you act, by call or a same-day note. No ticket queue.
Tailored recommendations
Position sizing, allocation, and risk shaped to your clients and drawn from the mosaic.
Client-ready materials
Talking points and plain-English commentary you can put in front of clients.
Research included
Full Macro, Equity, and ETF Research subscriptions included.
Standing 1:1 reviews
A scheduled portfolio review each quarter with your analyst reachable in between meetings.
Scale your practice efficiently. Make better-informed investment decisions, build stronger portfolios, and spend more time with your clients.
Independent macro and equity research built for professional investors navigating regime change, market risk, and capital allocation.