About Us

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.

Our clients include RIAs, family offices, institutional investors, hedge funds, mutual funds, wirehouses, OCIOs, and OSJ Platforms. See below for one of the several ways MarketDesk Research can partner with your firm.

One Simple Equation:

Additional Client Answers:

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✓  Independent / No Hidden Agenda — 100% of MDR’s revenue comes from research subscriptions. We succeed only if our clients succeed.

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✓  Comprehensive Yet Succinct — Our goal is to maximize the amount of value you receive given the time you spend reading the reports.

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✓  Actionable Ideas, Not Just Commentary — MDR focuses on actionable research. True value-add isn’t just highlighting a trend. It’s discussing how to position portfolios to benefit from the analysis.

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✓  Priced Competitively / Free up Capital — MDR’s offering is priced competitively to allow investors of all sizes to access institutional quality research. Our goal is to be an outsourced team member.

✓  Ask Questions / Pull at Threads — The process starts with understanding fundamental questions. It becomes less structured as the analysis deepens to allow the team to uncover the opportunities.

✓  Simplify the Narrative (Avoid Overanalyzing) — Overanalyzing distracts investors from the big picture. The success of most investments depends on one or two key factors. Isolating those factors allows investors to focus on what matters and spend less time on insignificant information.

✓  Markets are Efficient, but Not Always Right — Investors often overlook important information in a rush to be first. In the end, well-researched facts usually influence the outcome.

✓  Monitor Risk / Reward — Understanding both sides of an allocation is important in portfolio construction. Investors should always determine if they are compensated enough for the risk they assume. High-risk and low reward can lead to long-term underperformance.

MarketDesk Research's primary goal is high-quality idea generation. For accountability we provide a track record of our long-term Strategic Ratings, Tactical Opportunities, and Model Portfolios. Click below to view each track record.

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