Test – Wolfe RIA/Family Office Products

Wolfe Research has provided best-in-class fundamental and macro research to institutional investors since 2008. Wolfe Daily Howl, our RIA/Family Office specific product, leverages world class stock specific research while tying in important macro themes that focus on tactical and long-term investment themes for individual investors.

 

Our analysts have a combined experience of over 100+ years on Wall Street, providing best-in-class research to clients around the globe. Our Technical Analysis and Portfolio Strategy teams’ ability to analyze economic trends, market events, and the investment cycle in order to develop forward-looking buy/sell recommendations for the U.S. and global equity markets separate us from our competitors. In addition to our broad overview of market conditions, our analysts provide in depth analysis at the stock level by identifying key changes in corporate balance sheets, fundamentals, and trends within the price movement of each security.

 

The WOLFE DAILY HOWL newsletter is a product of Wolfe Research, LLC. Authors of this product are registered with our affiliate, Wolfe Research Securities (a FINRA regulated broker-dealer), but subscribers to the newsletter are not to be considered customers of the broker-dealer.

The Wolfe Weekend Howl

Chris Virelli, Wolfe’s Head of RIA Sales, distributes a weekly recap titled The Wolfe Weekend Howl on Saturdays highlighting important macro research from the previous week and upcoming events.

The Wolfe Weekend Howl

Chris Virelli, Wolfe’s Head of RIA Sales, distributes a weekly recap titled The Wolfe Weekend Howl on Saturdays highlighting important macro research from the previous week and upcoming events.

The Wolfe Weekend Howl

What can you expect when you join Wolfe RIA/Family Products?

  • Best-in-class Research on nearly 600 stocks, from each of the S&P’s 11 Economic Sectors (GICS sectors)
  • A daily email highlighting:
    • A recent topical chart from the Technical Analysis Team
    • The Portfolio Strategy Chart of the Day
    • The top research reports from the prior day
    • Research links for each report from the prior day
  • Potential for one-off access to webinars, video briefs, or conferences
Wolf howling at moon

Recent Highlights

Chris Senyek interviews New York Times best-selling author Christopher Leonard to discuss his book The Lords of Easy Money: How the Federal Reserve Broke the American Economy. Leonard describes how policies led by Chairman Jerome Powell have created economic instability and accelerated income inequality.

Watch Replay (Clients Only)