EOY Pre-Tax Research Dollars - Sevens Report Research

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Consistent idea generation. In-depth client interaction & access.

  • Extensively researched, compelling independent investment ideas.
  • Plus access to a whole new world of experts and industry insiders – all designed to impress clients and prospects and help you outperform.

Better communication, stronger client relationships. More time for your business and family.

  • A turnkey, compliance‑friendly client letter that reviews the past quarter’s markets and outlines key risks and opportunities.
  • Ready to put on your letterhead, saving hours of writing while helping you demonstrate proactive, informed communication to clients.

Institutional Level Research. Preserve Capital. Optimize Returns. Grow AUM.


  • A complete look at market trends, risks, and opportunities across all asset classes.
  • Proprietary analytics practices that deliver unique market perspectives.
  • Critical derivatives market insights and volatility takeaways when you need them most.

Consistent idea generation. In-depth client interaction & access.

  • Extensively researched, compelling independent investment ideas.
  • Plus access to a whole new world of experts and industry insiders – all designed to impress clients and prospects and help you outperform.

Better communication, stronger client relationships. More time for your business and family.

  • A turnkey, compliance‑friendly client letter that reviews the past quarter’s markets and outlines key risks and opportunities.
  • Ready to put on your letterhead, saving hours of writing while helping you demonstrate proactive, informed communication to clients.

Optimize investment performance. Better preserve capital. Improve communication with clients.

  • A complete look at market trends, risks, and opportunities across all asset classes.
  • Proprietary analytics practices that deliver unique market perspectives.
  • Critical derivatives market insights and volatility takeaways when you need them most.

Founded by former NYSE floor trader Tom Essaye, Sevens Report has clear objectives:

“Ensure you’re never caught off-guard by a market move and eliminate the need to sift through lengthy, irrelevant research notes.”