NDR Advisory is a comprehensive service that provides broad, objective market analysis, implementation ideas through strategy publications, charts, tools, and model portfolios. Our advisory service helps you tell the story to your clients, from a firm with a rich history of providing high value, relevant, empirically-based market research and insights with:

  • All Advisory Publications
  • Sector and industry allocation recommendations
  • Multi-Asset ETF model portfolio
  • Monthly U.S. Stock Portfolio
  • Alternative assets and commodity research
  • ETF Strategy, tools, and charts
  • Additional selection tools and historical charts

NDR Advisory Service offers tools and quantitative research on over 4,800 U.S. stocks and complete coverage of domestic exchange traded funds (ETFs), as well as provides multi-asset allocation and model portfolios.

Clients and trials also have access to:

Charts & Reports

  • Key NDR Models
  • Including Economics, Fixed Income, Global and U.S. Equities, U.S. Sector Allocations and Commodities


Interactive Products

  • Stock Screener
  • ETF Screener
  • ETF Correlator
  Conference Calls
  • Market Outlook
  • Thematic Topics
  • Tutorials


Lead Strategists 

Amy Lubas

Amy Lubas, CFA
Advisory Strategist

Tony Welch

Tony Welch, CFA, CMT
ETF Strategist


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Advisory Product Research Samples

Market Digest

DAVIS100 - SP500 Median Price/Earnings Ratio

ETF Correlator Tool

Any product examples provided on this page are offered for illustrative purposes only and are not intended to reflect current opinions or views of NDR and its research team. Using any graph, chart, formula or other device to assist in deciding which securities to trade or when to trade them presents many difficulties and their effectiveness has significant limitations, including that prior patterns may not repeat themselves continuously or on any particular occasion. In addition, market participants using such devices can impact the market in a way that changes the effectiveness of such device. Please see important additional disclaimers here: