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.

“The performance of the ideas has been great, but more than that, it’s being able to show my clients I’m thinking of unique ways to help them outperform — that’s the biggest value.”

—David R., Financial Advisor at a National Brokerage Firm

OUTPERFORMANCE FOR YOUR BUSINESS

I created Sevens Report Alpha to provide:

#1. MORE SPECIFIC IDEA GENERATION

AND

#2. MORE IN-DEPTH INTERACTION

The goal is to give you in-depth information on medium and longer-term investment ideas that will help you take advantage of the less correlated market environment we are shifting to right now.

In the eight months since we launched Alpha, I’m very proud to say we’ve met that goal by providing consistent, in-depth idea generation that:

  • Outperformed the markets
  • Provided advisors with ideas that are compelling, strategies and tactics to share with clients and prospects
  • Offered extra value through biweekly webcasts with noteworthy investment experts

Alpha puts you in the driver’s seat in conversations with your clients. You’ll talk to your clients – and potential clients – more confidently and more intelligently about specific market trends and where to invest now.

Clients and prospective clients often ask advisors, “What’s your best idea right now?” Alpha was created to turn that question into an opportunity to impress clients and prospects.

There’s another aspect to Alpha that I find just as engaging and just as important – the access to top money managers.

Twice a month we host a live webinar, giving you a chance to engage in real-time with key industry leaders. Some of these market leaders are managing billions of dollars, so there’s a lot at stake for them. Past guests include Tim Seymour of Seymour Asset Management, famed floor broker Kenny Polcari and Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence. It’s a wide range of special guests, CEOs, CIOs of various fund families, high-ranking portfolio managers, top strategists and PhDs from the money management world.

Alpha is 100% committed to helping you outperform with better ideas, better information, and better access to a whole new world of experts and industry insiders.

Use our under-the-radar strategies in your model portfolios; show your clients some of Alpha’s fascinating and largely-unknown methods and strategies. Demonstrate to clients and prospects that you’re hunting for fresh ideas and going above and beyond the rest of the pack.

If you don’t think the upgrade was worth it, no problem – let us know at any point during the first 30 days and we’ll refund your entire subscription cost.

Best,
Tom Essaye
President, Sevens Report Research

Alpha
More Idea Generation – More Client Interaction
Outperformance for Your Business

Get our latest premium research report. Attend our next live webinar. Plus, secure access to all past issues, investment ideas and the instant market updates we provide. And rest assured, your quarterly subscription fees are 100% refundable for the first 30 days.