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Investment Research

  • Stock/Fund Analysis

  • ETF Model Development

  • Equity Research Reports

  • U.S., Canada, Australia, ADRs

  • Long and Short Theses

Stock Recommendations​

  • Fundamental Analysis

  • All Capitalizations and Sectors

  • Long-Term, Swing/Day Trading

  • Mutual Funds & ETFs

  • Portfolio Reviews

Article Writing

  • Blog/Newsletter Content

  • Company News & Analysis

  • Weekly Market Recaps

Investment Committee

  • Quarterly or Monthly Call-Ins

  • Economic & Market Outlooks

  • Stock/Fund Specific Insight

Reasonable Hourly or Fixed Project Rates

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