Broker Check

Economic Analysis

Sightline: Timely analysis of economic and investment-related topics

TowerView Quarterly Outlook

Monthly Vantage Point Recap

Quarterly Vantage Point Recap

Proactive. Responsive. Consistent.

Exclusive investment research is available to you through Tower Square Investment Management LLC. Tower Square Investment Management provides us— and you — with tools, resources and insights to help you pursue your goals and carefully manage risk.

Through Tower Square Investment Management, we have access to outstanding resources to deliver sound investment advice and insights to you. These include thought leadership on the latest detailed market information as well as investment perspectives, asset allocation strategies, and investment ideas and recommendations.

Unbiased Thought Leadership

Tower Square Investment Management is dedicated to producing unbiased research. We benefit from this high level of independent research to help identify the best means for you to reach your financial goals. Tower Square Investment Management gives us the power to access a large-scale, regimented body of research, including:

• In-depth market perspectives
• Timely economic insights
• Asset allocation recommendations
• Manager guidance
• Model portfolios

Here’s how the cornerstones of Tower Square’s investment research philosophy help you:

Proactive: Tower Square provides us with research that uses forward-looking macroeconomic assessment of the market climate. This allows us to determine which areas of the market may hold the greatest opportunity. Tower Square’s investment research team covers multiple areas of expertise, to ensure that we have access to a broad range of research resources to fit your individual needs.

Responsive: Tower Square Investment Management’s team of experts is here as a partner, to help financial professionals understand the complexities of the market by supporting them with a structured process focused on their clients’ long-term goals. In addition to numerous publications for advisors and monthly conference calls, the Tower Square Investment Management team is available for one-on-one conference calls with all advisors.

Consistent: Tower Square Investment Management uses a disciplined, regimented process to support clear long-term goals for your advisor and you. By evaluating a broad range of market indicators, including economic growth projections, market liquidity, volatility, political environment, secular growth cycles as well as potential investment horizon, Tower Square Investment Management is able to offer consistent portfolio advice for our advisors to use with you.

Learn more about Tower Square Investment Management LLC

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