Our Macro research focuses on thematic top down ideas. For example , pairing of demographic data with growth in various sectors of commercial real estate in a specific state. Similarly, trends in e-commerce using crypto currencies, indication of electricity grid demand due to adoption of Electric vehicles. Our insights can help you stay ahead of the pack and plant the seeds of sustainable growth

Retirement planning services include helping individuals and small firms setup necessary infrastructure , regulatory filings and investment choices per ERISA requirements. Individuals can signup to receive advise and recommendation of financial products such as Mutual Funds, ETFs and other DIY strategies to protect and grow your nest egg.

Our stock research is targeted one to two page research which typically focuses on growth and momentum stocks with their revenue projections and multiples for relative comparison. It enables you to make a informed decision on how much allocation is right for you based on your risk tolerances.

Income recommendations focus on client's need to have an allocation for recurring cash flows based on their portfolio objectives and target yield preferences. Income investments can be low risk and taxable - such as ETFs and High Grade credit vs. slightly higher risk such as REITS, BDCs, Non-Investment Grade credit names. Income can also be tax free using Municipals and tax credits in your strategy

Quant and Portfolio optimization services delve into two main aspects. At its core is data , data cleansing and running code to back-test strategies. The second aspect is weighting investment choices that maximize a portfolio's reward for its chosen risk objective ( such as say volatility , duration or drawdown targets)

GTI offers independent and unbiased real estate , loan and derivative valuations. We use public data , macro trends , benchmarks and proxy's to price or evaluate rate of return on potential investments. We empower you with data , pricing and visualization to understand the any sort of complex waterfalls involving legal , operational and tax risk in residential or commercial deals.