Research and Data

Our approach is designed to discover, detect and constantly monitor cash flow anomalies of all of the approximately 10,000 companies that report their financials to the Securities Exchange Commission.

Our proprietary algorithms allow us to adjust a company’s accounting metrics to reflect its underlying economic reality so we can accurately measure how the core operations of the business are actually performing.

Our database and proprietary software provides the fundamental research that allows us to make decisions independent of company management and Wall Street analysts.

Custody and Administration

Client accounts will be separate managed accounts (SMA) with McLean Capital Management, LLC having Limited Power of Attorney to execute trades. Notification of all account statements, trade confirmations and tax lot accounting are available through email. Downloads into Advent Axys software will also be available. Mclean Capital Management has entered into an agreement with FOLIOfn Institutional, a division of FOLIOfn Investments, Inc. to handle asset custody and all back office administration.