An independent investment research firm
Market Insights & Portfolio Strategy
Founded by a Goldman Sachs research team in 2019, MarketDesk Research was built to offer institutional quality research to advisors, investors and allocators. Our goal is to provide a differentiated viewpoint based on a commonsense investment philosophy. All too often, investors over analyze and spend too much time on details that do not matter. On the contrary, our team believes it is important to simplify the market narrative and focus on the key drivers of risk and return. In short, we focus on the quality of the analysis, not word count.
U.S. Sector Research
In-depth analysis of valuations, fundamentals, earnings trends, technicals, and investor positioning.
U.S. Economic Monitor
Monthly summary of key indicators, their impact on asset classes and your portfolio.
By The Numbers
Client Retention Rate
MDR is dedicated to clients' success and treat each client as a long-term partner, helping them navigate investment research, portfolio strategy, client marketing and communication.
Our clients include RIAs, family offices, institutional investors, hedge funds, mutual funds, wirehouses, and OCIOs representing over $64 billion in assets under management relying on MDR's investment strategy & asset allocation recommendations.
Average Research Savings
MDR's solutions are not only affordable for new RIAs, but also have saved several of our clients tens of thousands of dollars transitioning away from legacy research providers which seem to have confused quantity of research for quality.