Mountain Landscape

               An independent investment research firm

MDR

Market Insights & Portfolio Strategy

Firm Overview

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.

MarketDesk Research Solutions

Click below to watch an overview of each solution

Featured Research

U.S. Sector Research

In-depth analysis of valuations, fundamentals, earnings trends, technicals, and investor positioning.

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U.S. Economic Monitor

Monthly summary of key indicators, their impact on asset classes and your portfolio.

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Additional Sample Reports

Asset Allocation Views

Long-term strategic ratings and analysis across Equities, Credit, and Economics.

By The Numbers

96%
Client Retention Rate

MDR is dedicated to clients' success and treats each client as a long-term partner, helping them navigate investment research, portfolio strategy, client marketing, and communication. 

$64 Billion
Clients' AUM

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.

85%
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 that are focused on research quantity over quality.

Learn how advisors and portfolio managers are leveraging MDR's data driven insights to make optimal, informed portfolio decisions.

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