Wolfe RIA/Family Office Products

Wolfe Research has provided best-in-class fundamental and macro research to institutional investors since 2008. Wolfe Daily Howl, our RIA/Family Office specific product, leverages world class stock specific research while tying in important macro themes that focus on tactical and long-term investment themes for individual investors.

Our analysts have a combined experience of over 100+ years on Wall Street, providing best-in-class research to clients around the globe. Our Technical Analysis and Portfolio Strategy teams’ ability to analyze economic trends, market events, and the investment cycle in order to develop forward-looking buy/sell recommendations for the U.S. and global equity markets separate us from our competitors. In addition to our broad overview of market conditions, our analysts provide in depth analysis at the stock level by identifying key changes in corporate balance sheets, fundamentals, and trends within the price movement of each security.

The WOLFE DAILY HOWL newsletter is a product of Wolfe Research, LLC. Authors of this product are registered with our affiliate, Wolfe Research Securities (a FINRA regulated broker-dealer), but subscribers to the newsletter are not to be considered customers of the broker-dealer.

Recent Highlights

Chris Senyek recently hosted a discussion with author Christopher Leonard on the Federal Reserve System and the American Economy. This informative discussion of the inter-workings of the Federal Reserve captured what is considered one of the most important topics of this decade, as central bank policy will be a key driver of market performance over the next ten years. Senyek and Leonard’s conversation was wide-ranging and included discussions on how the Fed’s QE programs have been unprecedented experiments, how Fed Chair Powell’s past experiences helped to shape his current thinking, and the potential problems incurred as the Fed shrinks its balance sheet in the quarters ahead.

Christopher Leonard is the author of The Lords of Easy Money: How the Federal Reserve broke the American Economy, in which he describes how policies led by Chairman Jerome Powell have created economic instability and accelerated income inequality.

Clients can watch the replay here.

Chris Virelli, Wolfe’s Head of RIA Sales, distributes a weekly recap titled The Wolfe Weekend Howl on Saturdays highlighting important macro research from the previous week and upcoming events.

Interested in viewing a full sample? Click here. 

What can you expect when you join Wolfe RIA/Family Products?

  • Best-in-class research on over 600 stocks, from each of the S&P’s 11 Economic Sectors (GICS sectors)
  • A daily email highlighting:
    • A recent topical chart from the Technical Analysis Team
    • The Portfolio Strategy Chart of the Day
    • The top research reports from the prior day
    • Research links for each report from the prior day
  • Potential for one-off access to webinars, video briefs, or conferences
Wolf standing on a cliff howling at the moon