Research for You

Research for Clients

Institutional Quality 

with an Independent Viewpoint

As an Independent Advisor you have the freedom to run your business as you see fit and to make the appropriate recommendations to your clients that best fit their financial needs (and is not influenced by the direction of the firm your work for that requires you to sell their proprietary products, etc.) As an Independent Broker Dealer Firm we will never push any particular product and will give you the freedom to run your business, while providing the resources and support you need to do so.


As part of our dedication to our reps success we provide access to some of the newest technology and research in the financial industry. As your Independent Broker Dealer we are here for you with the support and resources you need. Here are some of the ways we can assist in making sure you have the information you need to make informed recommendations to your clients:

Mutual fund research

Mutual fund snapshots

Reit updates




Equity research 

Weekly and monthly market updates

Quarterly market update presentation

Model portfolios to help clients find the best fit

Choose from:

managed, fixed income, equity, income

and alternative asset options

Contact Us

Securities and investment advisory services are offered through Sovereign Global Advisors, Registered Investment Advisor and members of FINRA and SIPC.

Check the background of this firm on