Advisors &

Portfolio Managers

Tailored research to help you generate investment ideas and handle client meetings with confidence

The Exclusive Advisor Package

Daily Advisor Newsletter

Receive a curated newsletter with Dave’s key macro, market, and technical insights every day, and his thoughts on how the day ahead will evolve from an investment perspective.

Strategizer

Our proprietary risk management tool offers asset allocation recommendations based on 12-month expected returns for major asset classes. 

Tactical and Fundamental Calls

Get weekly fundamental and tactical calls across equity sectors and industries and technical insights.

Video Content

Access a growing library of webinars, interviews, and presentations directly from Dave and our team of economists and strategists.

Your Partner For Success​

From personalized consultations to ongoing support, our team is dedicated to ensuring that you get the most out of our research products. 

Dave and our team are always available to our subscribers by email, and if you — or your clients — would like to schedule a direct meeting or presentation, please book a meeting with our Client Relations team to discuss the details.

Interested in Our Retail Offerings?

We provide a wide range of research and strategy products, covering the global economy and financial markets — aimed at providing clients with a guidepost for how to invest their money. Explore our product package options below.

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Dedicated Support

At Rosenberg Research, we prioritize client satisfaction above all else. From personalized consultations to ongoing support, our team is dedicated to ensuring that you get the most out of our research products. Think of us as an extension of your team, here to provide guidance and support every step of the way.

Grainne McGlynn

Senior Vice-President, Institutional Research Sales

Josh Johnson

Client Relations Representative

Nik Veigli

Client Relations Representative

Sample our Advisor Package

What’s Included:

  • Daily Advisor Newsletter
  • Tactical Analysis
  • Fundamental Analysis
  • Strategizer
  • Video Content

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