Our RIA Services

Frazier & Mayer Research, LLC, the providers of Investors Monitor, offers the following research, marketing communications, and client acquisition services to registered investment advisors:

  • Advisor’s Monthly: A monthly journal that provides a succinct analysis of factors and developments that are likely to impact the future direction of the worldwide financial markets, as well as recommendations on three model portfolios: A conservative growth and income portfolio, a moderately-aggressive portfolio, and a fixed-income portfolio.

    Instead of discussing only fundamental, economic and geopolitical factors and developments, we also review the recent trading action in the U.S. stock market and the relative price-performance of stocks that compose the ten major economic sectors.

    A subscription to Advisor’s Monthly includes complete access to our historical database of more than 100 economic and fundamental indicators dating back to the year 1918, eight technical and investor sentiment indicators dating back 1986, and our proprietary financial market indicators dating back to 1969.

  • Advisor’s Quarterly: A quarterly journal that provides a concise analysis of the phase of the economic cycle in which the U.S. economy appears to be operating during any given period, and our recommendations on the proper mix of stocks, bonds, commodities, precious metals, and REITs to allocate to client portfolios according to the readings on our investment models. That journal also includes a concise discussion of factors and developments that are likely to impact the near-term direction of the worldwide financial markets.

    A subscription to Advisor’s Monthly includes complete access to our historical database of more than 100 economic and fundamental indicators dating back to the year 1918, eight technical and investor sentiment indicators dating back 1986, and our proprietary financial market indicators dating back to 1969.

  • Client Communication Services: Investment commentaries, written in an easy-to-understand manner and without a lot of Wall Street jargon, that help RIAs to keep their clients abreast of significant developments in the worldwide financial markets and the positioning of their investment portfolios.
  • RIA Listing and Referral Services: A listing and referral service that helps registered investment advisors to identify and market their services to prospective clients. Unlike other RIA listing services, we provide detailed information on registered investment advisory firms that meet our advisory and portfolio management criteria, including a brief description of the services offered by those firms and a concise description of those firms’ investment methodology, securities selection process and portfolio management strategies.

RIA Listing and Referral Service

Coming Soon

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