HELPING RIA FIRMS & INDIVIDUAL INVESTORS
THROUGH INNOVATIVE INVESTMENT STRATEGIES
•We help RIA firms grow their AUM by enabling them to ‘plug in’ to our unique strategies designed through decades of R&D. Client firms have the option of using us as a white label service where the RIA uses their own branding.
•Our strategies appeal to various types of firms, whether a lightly staffed small firm or a large firm with their own trading desk. We offer many strategies that range in activity from daily trading to once a month re-balancing.
•Advisors can use single strategies or blend any combination of our strategies to suit their client risk profiles.
•As part of our service, we provide advisors tools to generate monthly or quarterly model reports that can be customized with their own branding and disclosures.
•We are a Registered Investment Advisor managing client accounts across a number of custodial platforms. Account types we manage include Taxable Accounts, IRAs, Trusts, Variable Annuities.
•With our investment strategies, we help clients grow their assets through retirement and beyond. Our goal is to grow client accounts through active management and to generate good performance in both rising and falling markets. We work with the full spectrum of client risk profiles from risk-averse/conservative to growth-seeking/aggressive.
•Liquidity & Transparency: client accounts are traded as Separately Managed Accounts at major custodial / brokerage firms where the account is held in the client’s name only. Clients have full daily liquidity and can access their funds at any time.
System Research LLC is a registered investment adviser registered in NY.
The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
This site has been designed for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced upon the site. Such offers can only be made where lawful under applicable law. System Research LLC does not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable for any investor. Investors are advised not to rely on any information contained in the site in the process of making a fully informed investment decision. System Research LLC does not, and this site does not intend to, render tax or legal advice.
Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
