VALUENTUM

Our Investment Research Services for Advisors

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Valuentum Investment Research Services for Financial Advisors Financial advisors depend on Valuentum’s independent insight to save time and make sound decisions about what securities to buy or sell. We provide training and support for our systematic equity research methodology, transaction alerts of stocks in our portfolios, and regular commentary about actionable industry trends and stocks in the news. Our reports can act as a primary source for your analysis or complement other research. << Subscribe to our Financial Advisor Services << Contact Sales  Market-beating, Actively-managed Portfolios We offer ongoing access to our market-beating Dividend Growth portfolio and Best Ideas portfolio. Both portfolios are actively-managed by Brian Nelson, CFA, President of Equity Research, and represent the cream of the crop in terms of investment ideas for income … Read more

Valuentum Selects Xignite to Provide Pricing and Financial Data for its Stock Reports

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Woodstock, IL, September 4, 2011—Valuentum Securities, Inc, a provider of independent investment research, has chosen Xignite, Inc, the leading cloud services provider of on-demand financial market data and application components, to provide historical pricing data and financial statement data to power its 16-page equity research reports. As a leading provider of independent equity research, Valuentum is driven to provide individual investors with the most comprehensive stock analysis on the Web. Valuentum selected Xignite as a data partner because Xignite’s Web services delivery model and cost-effective pricing enabled Valuentum to further its mission to serve the growing needs of the individual investor without any additional investment in hardware, software, vendor tools, or custom coding. “As other equity research providers abandon the … Read more

Valuentum Begins Publishing 16-page Stock Research Reports

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Woodstock, IL, September 4, 2011—Valuentum Securities, Inc., a provider of independent investment research, has begun publishing equity research reports for the largest U.S. companies. During the next 12 months, Valuentum plans to produce 16-page equity research reports for up to 1,800 companies currently monitored by its analyst team. The reports are available with a subscription to Valuentum.com, the company’s investment Web site.   “We strive to be the champion of the individual investor, and our equity research reports are targeted to meet their needs.” said Brian Nelson, president of equity research at Valuentum. “The proliferation of untrustworthy financial opinions on the web and the poor performance of once-trusted independent equity research providers have left the individual investor underserved in today’s difficult market environment. Individual investors … Read more

Brian Nelson – Valuentum

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About the President Brian Nelson, CFAPresident, Equity Research & ETF AnalysisE-mail: brian@valuentum.com Brian Nelson is the president of equity research and ETF analysis at Valuentum Securities. He is the architect behind the company’s research methodology and processes, developing the Valuentum Buying Index rating system, the Economic Castle rating, and the Dividend Cushion ratio. Mr. Nelson has acted as editor-in-chief of the firm’s Best Ideas Newsletter and Dividend Growth Newsletter since their inception. Before founding Valuentum in early 2011, Brian worked as a director at Morningstar, where he was responsible for training and methodology development within the firm’s equity and credit research department. Prior to that position, he served as a senior industrials securities analyst covering aerospace, airlines, construction, and environmental services … Read more

The Valuentum Learning Center

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Image Source: Gaby Av At Valuentum, we believe in the ongoing education and development of our employees, members and visitors. Lifelong learning is something our company holds very dear, as part of our corporate mission is to serve the needs of investors of all types. Having trained and mentored over one hundred equity and credit analysts at such large research firms as Morningstar, President of Equity Research & ETF Analysis Brian Nelson has dedicated a large portion of his career to helping others achieve their professional aspirations and investing goals. This dedication to investment education has continued at Valuentum. President Brian Nelson’s Letter to Members Hi folks,  You may have read many stories of others that learned of stock investing at a really young age, perhaps they bought their … Read more