Potomac Research Group

Ned Davis Research (NDR) is a global provider of independent investment research solutions and tools, catering to a diverse clientele—including asset managers, asset owners, hedge funds, and wealth managers. Founded in 1980, NDR leverages a 360-degree research approach, grounding its investment strategies in macroeconomic insights while exploring key asset classes and geographical considerations. The company's offerings include thematic opportunities, stock and ETF selection services, and customized research solutions based on extensive quantitative analysis. With a team of 70 dedicated professionals, NDR is committed to delivering robust insights and data-driven investment recommendations to guide clients through their most pressing investment challenges. Generated from the website

Northeast Investment Management is a Boston-based registered investment advisor with over $2 billion in assets under management. They offer a range of services including investment management, fiduciary services and estate planning, tax consultation and preparation, family office services, and financial planning. Their team consists of professionals with expertise in security analysis, financial planning, tax services, and trust management, allowing them to provide comprehensive financial solutions tailored to the individual needs of their clients. At Northeast, they understand that true wealth goes beyond account balances and portfolios. They prioritize the personal and family priorities of their clients, aiming to help them achieve their goals not just in the next few months, but also for future generations. With their diverse team and network of professionals, they are able to assist clients with a wide range of financial decisions, ensuring that their clients' wealth is managed thoughtfully and in line with their values and aspirations.Generated from the website

Income Research & Management is a diligent and value-oriented investment firm based in Boston, MA, specializing in uncovering and evaluating fixed income opportunities. With a focus on careful security selection and active portfolio risk management, they aim to deliver superior long-term results through an understandable and consistent investment process. Offering a range of broad-market and focused fixed income strategies, Income Research & Management develops long-term relationships with institutional and private clients, providing outstanding client service and proactive communication about market and investment developments. Their skilled team constructs unique solutions to meet diverse investment objectives, guided by a philosophy of accessibility, transparency, and a commitment to delivering strong performance over market cycles.Generated from the website