Research

Information moves at the speed of light. Your clients expect current, institutional-quality investment research. We have a team for that—and we work for you.

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Our approach: advice as a service

You don't need to have all the answers. Our Investment Research team is here for you with timely, expert advice, both proactively and when you need it. They go beyond and beneath the surface statistics to understand the market, freeing up your time so you can focus on your clients.

Expand your practice with continuously updated guidance and get access to: 

Investment Management Specialists

Regular market and economic commentary that can assist you with strategy, as well as management of our Preferred Portfolio Services® (PPS) Select program

Alternative Strategies Experts

Analysis and approval of products, such as managed futures, hedge funds, private equity, and structured products

Real Assets Specialists

Careful monitoring and selection of products with real assets as the underlying investments, including real estate, infrastructure, natural resources, and commodities

Fixed Income Analysts

Insight into the fixed income markets through commentary and one-on-one conversations, plus help with advanced bond portfolios and business development

Equity Analysts

Ongoing, comprehensive research and recommendations on investment opportunities in mutual funds, exchange-traded funds, separately managed accounts, and equities

Annuity Product Specialists

Consultations about specific client scenarios, as well as impartial feedback and product recommendations in the fixed, equity-indexed, and variable universes, including up-to-the-moment product and rider information

Ongoing market review and analysis

Brad Inset

As Commonwealth's chief investment officer, Brad McMillan provides our advisors and their clients with market insights to help inform their investment decisions.

His blog, The Independent Market Observer, provides objective analysis of current events in the markets and the economy as a whole. Every day, Brad, along with members of his team, offers his perspective on the markets' most recent trends, as well as insightful economic outlooks. 

Outlooks, opinions, and insights, straight from Brad, and straight to your inbox.

Read Brad's Blog

Related Stories

Here's what we're thinking

We've curated our recent must-reads from topics that matter most to you, from economic and market analysis to asset allocation and portfolio construction.

Research Makes a Difference

Learn how our Investment Research team can help you help your clients. Download the guide.
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Knowing When to Worry About the Deficit and the Debt

The deficit and debt are not an immediate problem, but there are signs that the tide is shifting. Read the blog.
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Actively Seeking Tax Alpha

An active approach to tax management is an effective way to add value to your clients’ portfolios. Read the blog.
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Why It's Time to Take a Look at Gender Lens Investing

Could taking a closer look at gender lens investing reveal that investing in women is simply smart economics? Read the blog.
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Brian Price, Commonwealth’s senior vice president of investment management and research

Research drives our fee-based platform and your path to success. See how.

Learn More

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Meet Peter Essele

Peter Essele, CFA®, CAIA, CFP®, is vice president, investment management and research. With us since 2004, he oversees asset allocation, fund selection, and overall management of the firm's discretionary platform, PPS Select.

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How would you describe the research function at Commonwealth?

Our investment research team is another tool in our advisors' toolbox.

Advisors can reach out to us directly with questions on behalf of clients or receive a full review of their practice, models, and securities, at no cost to them. We're here to serve their needs, with as much or as little guidance as they want.

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What kind of research products are available from Commonwealth?

In addition to the most popular web-based research platforms, we provide a range of tools and publications to inform your investment decisions, anchored by our monthly Mutual Fund Recommended List. You'll find research and comparison tools for annuities and REITs, plus model portfolios and more. 

For your clients and prospects, we offer a library of market updates you can share via your website, along with weekly, monthly, and quarterly newsletters just for you. 

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Are we a good fit?

Hi, I'm Andrew, and I'm the managing principal in charge of business development. I can't wait to learn more about you and share our Commonwealth story.

Let's Connect