NDR Wealth Management

NDR Wealth Solutions is a comprehensive service for wealth managers providing objective market analysis and investment ideas through independent, quantitative research. Covering over 4,800 stocks and 2,500 domestic ETFs, NDR's multi-asset allocation and model portfolios, indicators, charts, and tools meet client' investment needs and help them to optimize their portfolios.

What we deliver

Charts & Reports

  • Key NDR Models
  • Economic Charts
  • Fixed Income Charts
  • Global Equities Charts
  • U.S. Equities Charts
  • U.S. Sectors Allocations
  • Commodities Charts

Interactive Products

  • Stock Screener
  • ETF Screener
  • ETF Correlator
  • Library: Charts & Tools

Communication

  • Conference calls
  • One-on-one calls
  • Client roadshows
  • Conferences
  • Webinars

 

Examples of NDR Wealth Management

Why the FOMC meeting matters to markets

June 22, 2021 | Ed Clissold and Thanh Nguyen

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Second half outlook

June 16, 2021 | Amy Lubas and Chad Ellis

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ETF Correlator

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Stock Screener

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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: www.ndr.com/terms-of-service

Public-Wealth Solutions Staff bio

About Us

Amy Lubas, CFA Director, Wealth Management & Advisory Solutions

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Matt Bauer, CFA ETF Strategist

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Brian Sanborn, CFA SVP, Wealth Management Solutions

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