Investment Research Services
A Different Approach to Investment Research
In a world with thousands of investment options available at your fingertips, it is critical to find the right ones to help you achieve your goals. Our investment committee provides our clients with the research and rationale behind every decision.
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Tune out the noise and focus on facts.
Retail investors are getting their financial information from friends and family, online publications, TV, social media and influencers. Have you taken investment advice from any of these sources? That’s OK if you have.
Our team of professionals will help you sort through all of the noise and make wise long-term investments by conducting thorough research on your behalf. We’ve partnered with the industry-leading research platform YCharts and are excited to share our ideas with you.
Discover the research from the McCabe Investment Team
Top-Down Macro Economic Research
Understanding what’s driving the global economy is the first step to forming opinions on where it’s going. Our team focuses on the macro picture before identifying attractive asset classes for your portfolio.
Thorough Investment Selection Process
Our investment committee is dedicated to bringing our clients high quality ideas. Our team regularly interviews portfolio managers and analysts to gain additional insights on the funds we cover and markets in general.
Build the Right Portfolio with an Advisor
Whether you are hands-on with investing or would rather leave allocation decisions to us, your advisor is going to consider each investment you make in the context of how it affects your overall portfolio and long term financial goals.
Simplify the investment process
Our firm uses YCharts to support our investment research with reliable, real-time financial data and powerful visualization tools. This allows us to identify trends, compare asset performance, and make data-driven decisions with confidence.
Let’s Discuss Your Investment Research Needs
Using our virtual family office, you can meet with our advisors from the comfort of your own home while receiving the same level of service you deserve.
The McCabe Difference
We offer tailored experiences for high-net-worth and ultra-high-net-worth individuals.
We take a collaborative approach with other professionals.
We embrace traditional and cutting edge technology to match the times and offer you better solutions.
We prefer a depth of expertise in fewer areas, to being generalists.
We have over 40 years experience in this industry helping hundreds of clients.
Schedule A Meeting
Schedule a meeting with our advisors by using our Second Opinion Service, our advisors’ Calendly links, or simply call our office main line.
Meet With Your Advisor
Meet with your designated advisor virtually or in-person to get to know each other and the rest of your family. Many times, a follow-up meeting will be beneficial so you know the value that will be provided before you become a client of the firm.
Complete Our Onboarding Process
Assuming you and the advisor see the potential for a long-term relationship, our staff will guide you through our onboarding process to set up accounts with our custodian and join our portfolio monitoring system, Black Diamond.
Frequently Asked Questions
How do I find a good investment?
A good investment is one that aligns with your overall asset allocation, time horizon, liquidity needs, tax concerns and risk tolerance. That sounds like a complicated answer to a simple question but we do not make uninformed guesses about what to do with your money. Contact one of our advisors to translate the financial jargon into plain language that you can understand.
Are my investments going to make money this year?
If anyone in the world knew what investment would be up or down tomorrow, they could become infinitely rich. Investing involves risk and uncertainty; our goal is to build a portfolio that you can stick with for the long haul and use the relationship between risk and reward to your advantage.
Which is better, income or growth?
Why not both? We don’t advise going “all-in” on high flying tech stocks or sitting back and collecting stable income from bonds for most long-term investors. A diversified portfolio can provide the best of both worlds in times of uncertainty.