Global World Class Equity Research & Distribution
Research that works for the IRO
The Best of Sell-Side Research
Reasonably priced with none of the demands
Global readership: >50% of the worlds’ AUM – reaching active and passive investors
Deliverables to measure performance
About Us
Theodore R. O’Neill, IRC, CEO
25+ years experience as a Sell-Side Analyst w/ Wells Fargo, A.G. Edwards, Needham & Co. Registered with Ascendiant Capital Markets, a full-service investment bank in Irvine, CA
Two-time winner The Wall Street Journal All-Star Analyst
Investor Relations Charter (IRC) Holder
Research focus on all sectors except banking
Member, IEEE, National Investor Relations Institute (NIRI), Penn Club NYC (our NYC office meeting venue)
NIRI Virtual Chapter – Board Member