Investment Resources

As an independent firm, all of our investment research comes from companies that are also independent. Their success is based on the quality of their work. They give us their honest evaluations of investments we may choose to add to your portfolio.

Thomson Reuters Stock Reports
Combines in-depth research, ratings, and market data for more than 6,500 U.S. companies, 3,500 Canadian companies, and 2,700 U.K. companies. The reports provide objective recommendations based solely upon market data and historical statistics. Detailed stock component ratings are included for earnings, fundamentals, relative valuation, risk, price momentum, and insider trading, along with the supporting data.

Argus Research
Independent research firm founded in 1934. Its business is producing, distributing, and marketing high-quality investment and economic research. Its recommendations reflect its analysts' judgment of a company's value, growth prospects, and risk. Argus does not manage money, bring companies public, broker trades, or make markets in stocks.

Value Line
For more than 75 years, Value Line has been one of the most trusted names in the investment field. It has one of the largest independent research staffs in the world, following approximately 8,000 stocks and 15,000 mutual funds.

Morningstar®
Independent and trusted mutual fund analysis, research, and ratings. It has massive databases covering thousands of mutual funds, ETFs, and stocks, with hundreds of key data points available for screening and comparing investment options.

Standard & Poor's
One of the world's foremost providers of independent credit ratings, indices, and investment research. It provides both fundamental and quantitative analysis for hundreds of companies. It has also developed a proprietary Stock Appreciation Ranking System.