NED DAVIS RESEARCH, INC.

RIASEC RegisteredEst. 2001
Total AUM
$2.2M
Discretionary
$2.2M
100% of AUM
Avg account
$1.1M
Accounts
2
Employees
68
Advisory reps
20

Firm details

Headquarters
SARASOTA, Florida
CRD number
112260
Registered since
May 31, 2001
Website
www.ndr.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Hourly Charges, Subscription Fees, Fixed Fees, Other
Client types
  • Investment Companies87.92%
  • Other12.08%
Services
Portfolio Management for Investment CompaniesPension ConsultingPublication of PeriodicalsSecurity Ratings / Pricing ServicesMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

NED Davis Research, Inc. is a corporation established in 2001, focusing on a range of advisory services including portfolio management for investment companies and pension consulting. The firm serves both individual and institutional clients, offering a variety of fee structures such as hourly charges, subscription fees, and fixed fees. NED Davis Research is not classified as a capital allocator and does not engage in active ESG investing. The firm also provides educational seminars and publishes periodicals, contributing to its reputation as a knowledgeable resource in the financial advisory space.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, Cash & Cash Equivalents 18%, US Government Bonds 6%, Non-Investment Grade Corp Bonds 4%, Sovereign Bonds 3%, Investment Grade Corp Bonds 3%, Public Funds/Mutual Funds 1%65%
  • Exchange Traded Equities65%
  • Cash & Cash Equivalents18%
  • US Government Bonds6%
  • Non-Investment Grade Corp Bonds4%
  • Sovereign Bonds3%

Owners & executives

3 of 5

  • JOSEPH KALISH

    Chief Global Macro StrategistCRD 5124348

  • ALEJANDRA GRINDAL

    Chief EconomistCRD 6033112

  • EDWARD CLISSOLD

    Chief U.S. StrategistCRD 4017098

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Contacts

3 of 15

  • STEVEN SELLERS

    Associate Director Analyst TeamCRD 4587117

  • BRIAN SANBORN

    Managing DirectorCRD 6024579

  • ROBERT SCHUSTER

    Product SpecialistCRD 1942984

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SARASOTA, FL

SARASOTA

Location

SARASOTA, FL

Headquartered in SARASOTA, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
SARASOTA
Address
3665 Bee Ridge Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth