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MORGAN STANLEY REPS:
i10 products and services are approved for BDA/AFG reimbursement!

The latest in cutting-edge artificial intelligence capabilities combined with decades of trading and research experience.

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"Like I tell my team, it works.  So I pay attention."

Managing Director & Senior Portfolio Management Director
Morgan Stanley Wealth Management

 

 

“I have found your research to be timely and accurate and a good complement to the fundamental research I employ.”

W.W.
Vice President - Investments
Wells Fargo Advisors
Indian Hills, CA

“We have been reading the reports for a few years now and find them to be very reliable.  I like how you provide a concise analysis and I look forward to receiving each new report.”

E.S.
Vice President - Financial Advisor
Morgan Stanley Wealth Management

“Your research has been extremely helpful showing value to my clients.  I use it for entry points in dollar cost averaging and rebalancing overall portfolios as well as trading the market with the few clients I want doing that.  When I am sharing your research with clients, it tends to bring the conversation to another level and my client's confidence tends to go up, which in turn has led to additional business.” 

B.Q.
Senior Vice President - Investments
Wells Fargo Advisors
Palm Beach Gardens, FL

“I would like to let you know how much I appreciate the information provided by your research and commentary.  The various charts you use and the insight you provide are easy to understand, concise, and extremely effective.  I consider the reports a necessary part of my daily routine of understanding the markets.  The data and research you provide help me to formulate and reinforce my investment strategy.  Additionally, it gives me confidence in my outlook while providing a sound backdrop to share with clients and colleagues alike.
Keep up the good work!”

R.M.
Managing Director - Investment Officer
Wells Fargo Advisors
Melbourne, FL

About i10

i10 Research leverages the latest in cutting-edge artificial intelligence capabilities and combines decades of trading and analysis experience to deliver best-in-class research to top wealth and portfolio managers.

If you're seeking to better understand what is driving the markets and where to look for the best opportunities, you need i10 Research.

If you're seeking to better anticipate what the stock indices, sectors or specific stocks, or fixed income markets will do next, you need i10 Research.

If you're seeking actionable guidance that will help you to deliver superior performance to your clients, you need i10 Research.

i10 Methodology

We leverage the latest in cutting-edge AI capabilities, enhancing our approach with proven, robust data-driven volume-at-price analysis.

Our strategy is designed to generate alpha and positive absolute returns by achieving three key objectives:

  1. Accurately identify market biases
  2. Uncover favorable investment opportunities
  3. Provide effective and actionable investment timing

We harness the brute force power of AI to meticulously analyze the vast landscape of financial data.

Our technology scours 150,000 news sources, comprehensively reviews every company's 10-K and 10-Q filings, and meticulously compares each earnings call and management communication.

This intelligence is then fused with our data-driven, quantitative, volume-at-price approach.

The result?

We deliver proven, consistent, robust and actionable guidance.

Our insights are not only accurate and reliable but also provide our clients with an investment edge that surpasses other research providers that rely only on classic fundamental and/or technical approaches.

Macro, thematic, strategic.

Micro, tactical, actionable.

With data exponentially increasing and management fees continually compressing, you need a solution that lets you do MORE with LESS.

MORE speed.  MORE value.  MORE effective.

LESS time.  LESS cost.  LESS stress.

Aaron

Aaron Uitenbroek has been in the business of market analysis and accurate market forecasting for Wall Street for more than a decade.  He is known for his consistent, objective, and timely market analyses and insights.  Aaron's work has been featured on media such as Fox Business, CNBC, BARRON'S, as well as on platforms such as the Bloomberg terminal, MarketScope Advisor platform, and TD Ameritrade.

chase-bio-pic

Chase Pals is a partner at i10 Research driving business strategy, systems development, and process improvement.  Chase has made a distinguished career in technology and the technology consulting sector serving in a broad array of strategic and tactical roles.  Chase's unrelenting drive for excellence and his capacity for overcoming difficult challenges results in a top-tier experience for our clients. 

Jeremy-bio-pic

Jeremy Hamp is a partner at i10 Research specializing in business development, sales enablement, and customer engagement.  With a rich professional background in sales and operations leadership across both the public and private sectors, Jeremy brings invaluable experience to the i10 team.  Jeremy's commitment to prioritizing client needs ensures that i10 remains a solutions-driven, client-centric organization.

Calendar of Speaking & Presenting:

Upcoming:

15 Oct 2024
Academy of Certified Portfolio Managers (ACPM) member webinar

19 Nov 2024
Academy of Certified Portfolio Managers (ACPM) member webinar

Past:

13-15 Sep 2023
Academy of Certified Portfolio Managers 2023 Annual Conference - NYC, NY

16 Jan 2024
Academy of Certified Portfolio Managers (ACPM) member webinar

20 Feb 2024
 Academy of Certified Portfolio Managers (ACPM) member webinar

19 Mar 2024
 Academy of Certified Portfolio Managers (ACPM) member webinar

16 Apr 2024
 Academy of Certified Portfolio Managers (ACPM) member webinar

21 May 2024
Academy of Certified Portfolio Managers (ACPM) member webinar

9-12 Jun 2024
Portfolio Managers Institute (PMI) 2024 Annual Conference - Austin, TX

18 Jun 2024
Academy of Certified Portfolio Managers (ACPM) member webinar

16 Jul 2024
Academy of Certified Portfolio Managers (ACPM) member webinar

31 Jul 2024 - 2 Aug 2024
Academy of Certified Portfolio Managers 2024 Annual Conference - Denver, CO

17 Sep 2024
Academy of Certified Portfolio Managers (ACPM) member webinar