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CFRA Research is a global leader in financial intelligence solutions and insights.

CFRA is one of the world’s largest independent investment research firms, serving hundreds of institutional clients for over 50+ years with objective, actionable insights across equities, ETFs, sectors, and macro themes. Our independence is central to our value—no investment banking, no proprietary trading, and no conflicts that dilute the integrity of our work.
 
Our proprietary fundamental methodology has demonstrated consistent outperformance across market cycles by emphasizing risk mitigation, clear analysis, and a disciplined buy hold sell framework. This approach has earned the trust of leading firms seeking differentiated, conflict free insight that strengthens both internal decision making and client facing guidance.

CFRA Solutions

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MarketScope Advisor

Differentiated independent investment research, data and analytics across multiple asset classes. Includes access to ratings and research on 1,650+ global stocks, 3,300+ ETFs, 15,000+ Mutual Funds; Sector, Industry, and Thematic insights; Screeners, Alerts, Watchlists, and 20+ Model Portfolios. 

Learn more about MarketScope Advisor

Download a sample stock report: Apple Inc. (AAPL)

Download the latest Macro Research

Download the latest Sector Watch

 

Capitol Insights

Clear, concise and independent insights to help Wealth Managers sort through the news and noise emanating from Washington DC. Capitol Insights is a research newsletter that highlights analysis from our team of seasoned Policy Experts to help Advisors derive actionable intelligence that will impact their client’s lives and portfolios.
 

Learn more about Capitol Insights

Download the latest Capitol Insights Newsletter

Technical Research

Commentary and insights derived from time-tested proprietary technical indicators and ratings such as Buying Power/Selling Pressure, Upside/Downside Days, Power Ratings and Market Breadth and Momentum. With over 80 years of track record, the Lowry team delivers unbiased, factual and independent analysis of thousands of Stocks and ETFs, 68 industries, 38 indices and 10 sectors.
 

Learn more about Lowry Research

Download the latest Weekly Market Trend

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Casey A. Stanley
SVP, Strategic Accounts – Americas Wealth Management
Casey.Stanley@cfraresearch.com 
m: 617.999.2353
o: 646.517.5535

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