Save time.Scale performance.Strengthen your practice.

Independent research designed to extract signal from noise. Our research empowers wealth managers to drive superior returns while spending less time on analysis and more time with clients.

Advisor Benefits

Reclaim Your Time

Remove the burden of constant market analysis. We provide the clarity you need to spend less time questioning your positioning.

Expand Capabilities

Scale your portfolio management and research without adding overhead.

Enhance Communication

Use our research to articulate complex market themes clearly, reinforcing your role as the expert guide during periods of volatility.

How We Partner

Select the level of research access and support that works best for you.

Free

  • Selected free notes
  • Occasional market updates
  • Previews of premium research
  • Email access

Macro Research

  • Monthly market commentary
  • 1 - 2 additional special reports per month
  • Research archive access
  • Optional custom branded charts

Equity Research

  • Monthly model portfolios
  • Individual equity reports
  • Active and timely buy / sell reports
  • Optional custom branded charts

Portfolio Consulting

  • Your outsourced CFA and Lead Analyst
  • Includes Market & Equity Research subscriptions
  • Institutional portfolio analytics including risk exposure, factor exposure, and scenario analysis
  • Quarterly 1:1 portfolio review
  • Customized analysis & recommendations
  • Dedicated CFA analyst

Why Choose Playbook Research?

Independent, unbiased research with no conflicts of interest
Actionable ideas with clear risk/reward frameworks
Direct access to our research team
Active risk analysis and real-time updates
Proven track record across market cycles