An independent investment research firm
Market Insights & Portfolio Strategy
Founded by a Goldman Sachs research team in 2019, MarketDesk Research was built to offer investment research and market insights to wealth advisors and institutional investors. Our solutions include strategic and tactical investment research, model portfolios, and white label insights.
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By The Numbers
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.
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 that are focused on research quantity over quality.