Services Overview

Virtual Investment Research Team
The concept of a virtual research team is fairly new in the industry. Many people are not fully aware of the advantages and benefits this approach can provide to a company and their clients. Also, it can be somewhat confusing as to what a virtual investment research team really is and truly provides.

Coughlin Associates Provides Financial Planners, Investment Advisors and Retail Brokers
with the following value-added services:

  • Investment research on all your holdings
  • Research commentary for you and your client service officers
  • Weekly meetings/telephone calls with updates
  • Quarterly economic and investment strategy one-sheets that
    are informative and can be shared with your individual clients
    and branded with your company logo and contact information

Most organizations realize that it is cost effective and
beneficial to outsource the following elements, which
Coughlin Associates provides:

  • Investment research and reports
  • Investment lists and required documentation
  • Model portfolios and securities recommendations
  • Strategy publications and economic updates


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