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
Alternative Strategies Experts
Real Assets Specialists
Fixed Income Analysts
Annuity Product Specialists
Ongoing market review and analysis
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.
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 drives our fee-based platform and your path to success. See how.
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.Q
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.Q
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.