Rational Roots Consulting Group | Elance
 
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Last Sign-in: May 3, 2014

Rational Roots Consulting Group

Financial Analyst, CFA
   United States

About the Company

Rational Roots Consulting Group, LLC was founded with the mission of providing value-added research and analysis to the most demanding investment professionals, business owners, and private investors. Our founding member, Brian Wright, has more than 15 years of experience in portfolio management, equity and credit research, global macro research, and equity trading. Extensive experience creating proprietary investment strategies and tools allows us to combine expansive general investment knowledge with the ability to provide unique and original insights. Quality, timeliness, and dedication to customer satisfaction are the overarching principles of our firm.
Service Description
Services include but are not limited to the following:

- Editing and ghost-writing of investment research and market commentary

- In-depth equity research, with an emphasis on valuation, earnings quality, corporate governance, and business model sustainability

- Corporate credit analysis

- Assistance in development and implementation of repeatable investment processes

- Broad market research, with an emphasis on valuation and fundamental factors

- Specialized research projects which are time and cost sensitive

- Financial modeling

- Performance reporting
Certifications
CFA Institute
Chartered Financial Analyst
Awarded: 2011
CFA Institute
Chartered Financial Analyst
Awarded: 2011
Year Founded
2012
Number of Employees
1-5
Payment Terms
Negotiable based on nature of project.
Rational Roots Consulting Group | Elance

Rational Roots Consulting Group