Investors today have more investment options available to them than at any time before. Whether it be mutual funds, ETFs, hedge funds, mortgage investment corporations, limited partnerships, or individual securities the investment choices can be confusing.
But we can help investors make sense of it all. Through one or more of our research services, we can help investors identify the options which may be right for them. We offer three main research products for individual investors:
Mutual Fund and ETF Update – This monthly newsletter has been published since 1994 and is an invaluable resource to help investors make smart buy and sell decisions in their portfolio. Included in the newsletter are notices of fund ratings changes, reviews of top rated funds, sample portfolios, and mutual fund investment strategies in light of current economic conditions. Each issue also contains reports on new developments in the mutual fund industry. Subscribers can also access our Mutual Fund and ETF Update section for online access to stories published in real time!
Dave Paterson’s Top Funds Report – Our Top Funds Report is published on a monthly basis and highlights the best funds that we have reviewed in the past month. Each informative issue will also include fund reviews of funds that have been requested by our readers. In addition, subscribers will also have access to our online database of mutual funds and ETFs, including performance numbers, risk reward statistics, and qualitative commentary.
The Paterson Research Package – This package provides individual investors with the same quantitatively driven research that have been provided to financial advisors for more than a decade. Each month, investors will receive a number of reports including our Monthly Investment Funds Funds Report, monthly commentaries, and a number of other fund reports. Additionally, readers will receive our detailed Recommended List of Funds and our ETF Focus List that are published on a quarterly basis. This is an essential tool for the serious investor!
To subscribe to any or all of these informative packages, please visit our subscription page.