Small plan for bigger success

Sustainable Investment Research Firm: Comprehensive research and analysis tailored to the institutional & individual investor.

selective focus photo of plant spouts
selective focus photo of plant spouts

Our approach


Investment Challenge Review

Well-researched investment recommendations to meet our clients' specific investment goals.


Data Collection and Preparation

We collect stock market data with stock price feeds - Nasdaq, Yahoo Finance, Bloomberg and Wolfram|Alpha.


Data Analysis

For accurate and valuable insights into stock market analysis, it's essential to have a robust and dependable data collection and preparation process. We adhere to two straightforward procedures: cleaning the data to remove errors and inconsistencies and transforming it into plain language to make it more accessible and understandable to non-experts.


Limited Partnership (LP) Trading - LPT

Prior to making any long-term investments or trades, we conduct thorough research and testing in phases, implementing the trading strategy. We collect funds through limited partnerships and invest with select investment banks in various asset classes, trading on behalf of our investors. This approach is especially beneficial as general retail traders may not have the fund requirements to invest in certain asset classes. Our partnership with investment banks allows us to identify reliable investment opportunities for our pool of investors.

How will you benefit?

It is important to understand that hidden risks and lack of knowledge can result in unrealized losses in your investments. However, our research can save you time, money, and energy in the long run, and help you dominate your investment profits. Making the right decisions towards future investments and keeping gains can lead to success as an investor. Additionally, it's important to know that the right investment made at the right time with the right people can generate profits.

Investment Insights
Increased Efficiency
Tailored Investment Strategies
Limited Partnership Trading
Reduced Costs
Direct Investment Opportunities

Investment Opportunities in Limited Partnership or Bank Backed Products

We've partnered with major investment banks, such as BlackRock, Vanguard, Goldman Sachs Wealth Management, J.P. Morgan Chase Wealth Management, TD Ameritrade Institutional and Merrill Lynch Wealth Management, to gain access to their investment products and expertise.

Contact us

Whether you have a request, a query, or want to work with us, use the form below to get in touch with our team.


1080 E 8th St
Tucson, AZ 85719


Mon-Fri 8 AM - 4:00 PM
Sat-Sun Closed

We provide a comprehensive range of investment services to our clients, focusing on selective areas of investment and education. Our experienced professionals will guide you through the various investment options, helping you to identify the best solutions for your unique situation whether you invest with our partners or us.