We developed Custom Advisory as our highest-tier service
for clients who need a directly communicated idea flow that is more granularly customized
to their purview. Thus we begin the service with an in-depth, top-down discussion
of your investment mandate, restrictions, themes, goals—and your distinct pain points.
We then mine our sources daily from your perspective. We distill actionable ideas
worthy of your attention and put them before you through one-on-one consultations;
phone conversations with your account manager, the intermediary between you and
our analysts; and through email alerts on U.S. stocks.
We like to tangibly convey our client commitment and idea conviction with “the O'Neil
3”—three tickers we leave with you to say, “I already understand your profile. Here
are three relevant and actionable ideas for you.” This high-touch service continues
throughout our long client relationships.
Group presentations are also an option, particularly at the start of this bespoke
relationship, so that your team of managers understands our method and where our
ideas come from. We, in turn, discover further individual needs within your fund
or firm. Custom Advisory is often bundled with specific data services that make
sense for you.