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 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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Investment Research

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

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U.S. Sector Research

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

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U.S. Economic Monitor

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

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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 conversation, 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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Enhanced Momentum
  • 30 Momentum Holdings

  • Russell 1000 Benchmark

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Tactical Opportunities

Ideas independent of our asset allocation model across industries, themes, and international regions.

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Deep Dive Reports

Thought-provoking ideas published bi-weekly with actionable insights.

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Tactical Tradebook

Summary of all open positions with track record and updates.

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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 wealth advisors and institutional investors are leveraging MDR's data driven insights to make optimal, informed portfolio decisions.

Contact Us

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