By leveraging our weight-of-the-evidence methodology, client friendly communication materials, and extensive library of models, charts, and tools, you can see the signals, invest with confidence, and differentiate yourself among clients and prospects.
The NDR Wealth Suite consists of three service tiers, all designed to add value to your client relationships. Through market and macro insights, communication materials, investment ideas, model portfolios, and partnership support, we become an extension of your practice.
Client Communication Materials *
* Note: Public redistribution will require NDR permission.
Private-label or co-branded newsletters, model portfolios, commentary & fact sheets
Model portfolio signals
Access to strategists for events and webinars
Premium access to NDR’s research platform of charts, tools, and commentary covering economics, allocation, markets, stocks, bonds, and sectors
Redistribution rights to offer the model(s) to other advisors or channels and develop an additional revenue stream
Event sponsorship opportunities
Amy Lubas works closely with the Head of Investment Solutions, research, marketing, and sales to develop new investment models and signal partnerships. As a member of the Product team, she also helps to develop and promote our investment research offerings and co-authors the monthly Market Digest and NDR Weekly Snapshots publications. She leads NDR’s Advisory Board and is a member of NDR’s Index Committee.
Amy has been working in the investment industry since 1996, with both buy-side and sell-side experience. Amy joined NDR in 2004 and has held several positions, including Sector Analyst and most recently was Director of Wealth Management & Advisory Solutions.
Prior to NDR, Amy worked in Boston as a Technology Analyst at State Street Research & Management and SG Cowen Securities Corporation, providing research and insights to portfolio managers.
Over the course of her career, Amy’s commentary has been featured in The Wall Street Journal, Barron’s, SmartMoney, Silicon Investor, and other financial and technology publications.
Amy is a CFA charterholder and is an active member of CFA Tampa Bay. She is a cum laude graduate in Finance from Boston College, and earned her Master in Business Administration in Finance from Vanderbilt University (Owen).
Owen Haffey provides technical writing services for NDR publications. Owen joined Ned Davis Research Group in 2022.
Prior to joining NDR, Owen worked as a financial editor for Hedgeye Risk Management where he published investment research and managed social engagement for a global network of clients.
Owen has earned a Bachelors in English from Fordham University.
Brian collaborates with advisors, wealth managers, wealth platforms, and ETF/Fund Issuers to deliver solutions including investment models, co-branded collateral, and supportive insights. These Investment Solutions can enhance each partner’s strategy offering, free up their time to engage clients, and help them drive asset flows.
Brian chairs NDR’s Index Committee, consisting of NDR strategists, research analysts, and product specialists. The Index Committee reviews and approves new investment models as well as enhancements to existing models.
Brian’s team developed and maintains NDR’s Stock Selection Service, which provides unique stock screening and portfolio analysis tools, in-depth actionable commentary (including themed baskets), and detailed stock information. Brian writes NDR’s Stock Selection publications, which provide insights into recent factor performance, emerging factor trends, and favorable factors for the macro environment.
Brian received a Master’s degree in Statistics from Columbia University and a Bachelor of Science degree in Mathematics and Economics from Davidson College. Brian is a CFA charterholder and is a member of the CFA Institute.
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