Mountain Landscape

Independent investment research built for wealth advisors & institutional investors

MarketDesk

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.

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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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Chartpacks

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

Monthly Report >

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