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