Investment Research for Advisors

SMN Research is dedicated to ensuring advisors like you have the investment research you need to help your clients achieve the financial outcomes they desire.

Who is SMN Research?

SMN Research is an experienced team of financial analysts, strategists, and investment specialists who can help you enhance your services as a financial advisor. We operate as an extension of your advisor team, delivering independent investment advice and helping you keep your clients informed about the markets and economy.

We believe better outcomes can be reached when insights across all aspects of investing are united. Everything SMN Research does runs through our leadership team — from the models we create and manage, to the research and commentary we provide. After all, when we’re stronger, so are you.

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What does SMN Research do?

SMN Research is dedicated to ensuring financial advisors like you have what you need to pursue the outcomes you desire. We deliver rigorous analysis and valued insights across a broad range of investing disciplines, including asset allocation research, market insights and commentary, investment manager research, model portfolio management, and quantitative research.

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SMN Financial Advisors Have Access to:

  • Economic and market insights
  • Asset allocation guidance
  • Investment vehicle due diligence
  • Guidance on creating and monitoring investment portfolios
  • Informative, client-facing communications

Powered by a Team of Experienced Professionals:

With SMN Research, advisors have access to some of the brightest investment minds across the financial industry who are well-respected for their experience, thought leadership, and perspectives.

Choose a Sound Approach for Your Business:

  • Gather insights, expertise, and analysis you can rely on to stay informed and engage your clients
  • Get ongoing strategic and tactical investment views and actionable information so you can make informed decisions and have deeper discussions with your clients
  • Gain scale and create capacity to serve more clients, add value, and grow your advisory practice

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Disclosures

This material is for general information only. Investing involves risks including possible loss of principal.

For Financial Professional Use Only.