Mountain Landscape

Independent investment research built for wealth advisors & institutional investors


Investment research and market insights for wealth advisors and institutional investors. Our solutions include macro strategy, core ratings, tactical idea generation, model portfolios, and white label insights.


MarketDesk Solutions

Portfolio management, client communication, & more

Investment Research

Insights focused on understanding the market narrative and managing client portfolios. 

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Macro Strategy

Strategy pieces and quicktake commentaries to keep clients ahead of the market narrative.

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Core Ratings & Allocations

Monthly updates across U.S. sectors and factors, international markets, credit, and economics.

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Idea Generation

Positions across industries, themes, and international regions. Independent of our asset allocation model.

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Tactical Opportunities

In-depth report published bi-weekly with actionable insights.

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MDR Tradebook

Summary of all open positions with track record and updates.

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White Label Insights

Prebuilt materials you can white label as your own for client communication and marketing.

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Charts and graphs for client conversations, webinars, and more.

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Client Letters

Client-friendly market insights and easy-to-understand charts.

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Model Portfolios

Quantitative investment solutions with monthly commentary, performance, and analytic updates.

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Focused U.S. Large Cap
  • 30 Growth & 30 Value Holdings

  • Russell 1000 Benchmark

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Focused U.S. Dividend
  • 30 High Dividend Yield Holdings

  • Equal Weight & Updated Monthly

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3Q 2021 Allocator's Guide

Core ratings and analysis across U.S. & International Equities, Credit, and Economics.

Track Record

Our primary goal is to provide high-quality, actionable investment research. For accountability, we provide a performance track record for our Core Ratings, Tactical Ideas, and Model Portfolios. Click below to view each track record.

Core Ratings

U.S. Sectors and Factors, International Markets, and Credit.

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Tactical Ideas

Positions independent of our asset allocation model.

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Model Strategies

Turnkey quantitative strategies across styles and factors.

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Learn how wealth advisors and institutional investors are making optimal, informed portfolio decisions with MarketDesk.

Contact Us

Get in touch and let us know how we can help