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Investment Research Services for Financial Advisors

Financial advisors depend on Valuentum's independent insight to save time and make sound decisions about what securities to buy or sell. We provide training and support for our systematic, time-tested investment research methodology, the Valuentum Buying Index, email transaction alerts of stocks in the actively-managed portfolios, and regular commentary about actionable industry trends and stocks in the news. Our 16-page stock and dividend reports as well as our in-depth industry and quarterly write-ups can act as a primary source for your analysis or complement other research.

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Our Financial Advisor Suite of Products

Actively-managed Portfolios

We offer ongoing access to our Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio. Both portfolios are actively-managed and represent the cream of the crop in terms of investment ideas for opportunistic and income investors, respectively.

Best Ideas Newsletter

Each monthly issue of our Best Ideas Newsletter reveals our best picks and pans constructed in a portfolio. We write commentary associated with the companies in our portfolio or stocks in the news and notify you immediately via email if our thoughts or opinions have changed on any company or position in the portfolio. Consistent with our investment methodology, the Valuentum Buying Index, our best ideas may span investing disciplines, market capitalizations and asset classes in order to maximize the return while minimizing the risk of the portfolio. Past results are not a guarantee of future performance.

<< About Our Best Ideas Newsletter

Dividend Growth Newsletter

We seek to deliver to financial advisors the very best of investment ideas. And our Dividend Growth Newsletter does just that for income investors. In each monthly edition of our newsletter, we provide a portfolio of the best dividend growth stocks that we think will generate a strong and growing stream of cash flows, as well as a forward-looking assessment of the dividend safety of hundreds of firms through our innovative, predictive dividend-cut indicator, the Valuentum Dividend Cushion™. We also provide commentary and analysis about the firms we hold in our portfolio and on any new dividend growth ideas to consider. Helpful screens that overlay our Valuentum Buying Index™ with dividend-payers that have safe and growing dividends are provided, and we send email alerts notifying you of any changes we may make to our portfolio.

<< About Our Dividend Growth Newsletter

In-depth Equity Research Reports

In our 16-page equity reports, we offer a fair value estimate for each company, give our opinion on the attractiveness of the stock based on a firm-specific margin of safety assessment, and provide a relative valuation comparison in the context of the company's industry and peers. Each report includes detailed pro forma financial statements, explicit fundamental forecasts, and scenario analysis. A cross section of our ValueCreation and ValueRisk ratings provides a financial assessment of a company’s business quality (competitive position), while our ValueTrend and Economic Castle ratings offer insight into the trajectory of a firm’s economic profit creation (ROIC versus WACC).

Included in each report is a firm's score on our Valuentum Buying Index (VBI), which combines our rigorous financial and valuation analysis with an evaluation of a firm's technicals and momentum indicators to derive a score between 1 and 10 for each company (10=best). We believe our methodology helps identify the most attractive stocks at the best time to consider buying, helping to avoid value traps and lagging performance due to the opportunity cost of holding a stock with great potential but at an inopportune time. The Best Ideas Newsletter portfolio puts the VBI methodology into practive.

<< View a sample company report

Insightful, Forward-looking Dividend Reports

We understand the critical importance of income for the dividend investor. As a result, we’ve developed the most comprehensive dividend analysis out there. As a supplement to our 16-page stock reports, our dividend reports assess the safety of a firm’s dividend through our Valuentum Dividend Cushion™ ratio, the potential growth of a firm’s dividend by evaluating its capacity and willingness to increase the dividend, the historical track record of the company’s dividend performance, and the overall strength of the dividend by putting all of this analysis together. Each report offers our estimate of the future growth rate of the firm's dividend. No other research provider does the type of in-depth analysis that we do for our advisor clients.

<< View a sample dividend report

Actionable and Forward-Looking ETF Reports

Within each ETF report, we provide in-depth analysis and offer insights to help investors stay on top of key trends impacting exchange traded funds and their underlying industries, companies, and commodities. From evaluating the real estate cycle in REIT-focused ETFs to assessing the business dynamics of top holdings within consumer discretionary ETFs, for example, we focus on relevance and leave nothing important to the investment decision-making process out.

<< View a sample ETF report

Valuentum Ideas100

We email our Valuentum Ideas100 publication to you at the beginning of each quarter. In each edition, we highlight 100 of the highest-quality stocks in each of the major market sectors to help you generate new ideas for a diversified portfolio. Companies that make the publication are best-in-class within their respective sectors based on our assessment of their competitive position and underlying business risk. Though quality is our first consideration in this publication, firms that make this expansive report can also be undervalued on the basis of our rigorous, discounted cash-flow process.

<< About Our Valuentum Ideas100 (included in advisor plan)

Valuentum Dividend100

We email our Valuentum Dividend100 publication to you at the beginning of each quarter. This publication puts the top 100 high-quality, dividend-growth gems at your fingertips. We believe the Valuentum Dividend100 to be a must-have for any income portfolio manager.

<< About Our Valuentum Dividend100 (included in advisor plan)

Valuentum DataScreener

We email the Excel-based Valuentum DataScreener publication to you at the beginning of each quarter. You'll receive our proprietary data and metrics for over 1,000 of the top firms in our equity coverage universe to help you pick and screen the best stocks for either you or your clients. Our Excel-based data feed and screener runs the gamut of Valuentum data points from our estimated fair value, price-to-fair value, Valuentum Buying Index to normalized earnings and EBITDA and a variety of technical and momentum measures. All stocks can be sorted by any key metric to uncover hidden investment gems.

<< Order the Valuentum DataScreener500 (included in advisor plan)

Training and Support

All Valuentum financial-advisor services are supported by highly-trained staff that is available from Monday through Saturday, including market holidays. Valuentum also offers training sessions to help you get the most from your advisor subscription. Call or email with questions.

Distribution Rights to Clients/Prospects

Advisor access includes the right to print and share newsletters, reports, and publications to clients and prospects.


Contact a Sales Representative

To learn more about our advisor offering and our process, please view the narrated slide show below, or contact us to speak with a sales representative.