Investment Analysis, Financial Analysis, Wealth Management
Analytic Firepower LLC - Your Intelligence Solution
Analytic Firepower LLC provides research services to clients who need to know the truth about what is going on with their investments.
Analytic Firepower LLC is not your everyday Investor.
Traditional investment advisers all devolve into marketing machines/asset gatherers. The result is that more time is spent marketing than thinking, in turn this means that your money gets allocated into a variety of very middling portfolios. As asset gatherers, traditional advisers insist upon you assets being in custody of their clearing broker. This transferring of assets can be a deterrent for many people from seeking truly independent advice. Analytic Firepower was conceived to address these issues with the following solutions:
· Leave your money wherever you feel comfortable with. Get the same statements and reporting as you currently do, no change of custodian is required.
· Keep as much control/confidentiality around your assets as you like/want. We will work with you on your terms, you decide for yourself how much control or discretion over the asset management is optimal for your circumstance. Discretionary accounts are managed on a Limited Power of Attorney basis, which clients can place whatever limitations are appropriate, and can be revoked at any time.
· Transparent costs. The portfolio’s we manage invest directly in securities, not sub-funds. Hence the cost of investment is limited to the annual advisory fee of 75 basis points (0.75% of assets) and whatever your broker charges for execution--i.e. less than $10 at most online brokers these days. My rate is 0.75% of assets under $5.0 million, above $5.0 million you are a huge fish and you can pay whatever you like.
Analytic Firepower LLC is and affiliate of our registered advisory firm; Timothy Dooling, CFA, RIA (CRD# 136848). I provide all of the traditional functions of an investment adviser to a variety of clients for much lower fees than larger shops. ANALYTIC FIREPOWER LLC DOES NOT PROVIDE INVESTMENT ADVICE. Any investment advice is provided by the registered investment adviser.
Have it Your Way, It’s Your Money
Different clients have different approaches to their finances, we provide the whole range of services from complete discretionary account management, to a-la-carte idea generation. We leave it up to the individual client to decide how they prefer to interact, some examples of the role we play with different clients are:
Sounding Board/Financial Quarterback
Many clients prefer to execute transactions by themselves but benefit greatly from an independent advisor who can perform a deep analysis of an idea or project. Also, all clients have access to my services as a Financial Quarterback to coordinate and interact with other people who participate in their financial affairs.
Coordination among/between: Accountants, Brokers, Relatives, Trustees, Lawyers, Entrepreneurs, Salesmen etc. When you are a client of Analytic Firepower, I will coordinate your financial life for you and give you independent/grounded advice on what is best for you.
As a client you can choose your preferred method of interacting with me. All clients have access to two real-time portfolios which I manage, as well as in-depth fundamental written reports authored by me on individual securities. The generic portfolios are intended to provide a “Menu” for those clients who prefer to execute their own transactions, but want access to well-researched ideas which are in concert with their goals. To enable this, all clients have access (via the Client link above) to the following real-time portfolios;
Income Oriented Equity – This is a value-oriented diversified portfolio of stocks with high cash flow and high Returns on Equity.
Core Equity Long/Short—This is the signature product of Analytic Firepower. This is an undiversified, concentrated portfolio of stocks which have been the subject of deep fundamental research by me. It is made up of stocks where I have a high degree of conviction in the conclusions of my research. Generally most stocks in the portfolio will have been the subject of one or more written reports authored by me. The portfolio contains Long and Short positions as well as tactical hedges which can include derivatives.
As “a-la-carte” products clients are free to add their own opinions/views to their portfolios by choosing only the components they are comfortable with. Alternatively discretionary accounts will be managed in accordance with a mutually agreed Investment Policy Statement (IPS), which is crafted for each account where Timothy Dooling RIA, has investment discretion.
I look forward to beginning a relationship and have the ability to gain your confidence by demonstrating the high quality financial advice I provide.
Sample Research:
