Private Clients

We are committed to assisting our clients in achieving their financial goals by offering a full array of investment products & services.

 

Research

Joseph Gunnar & Co., LLC clients benefit from unbiased research methods via a top-down approach for recommending specific equity investments. Private Clients enjoy regular access to recommendations from Chief Market Analyst and Equity Strategist Clark Yingst, along with regularly scheduled conference calls designed to provide our clients with a comprehensive overview of the financial markets. Independent third party research is also available.
Clark Yingst, Chief Market Analyst & Equity Strategist
Mr. Yingst is a well respected veteran Wall Street analyst, and a regularly scheduled guest on CNBC. Prior to joining Joseph Gunnar & Co, he was a Senior Market Analyst for Prudential Securities focusing exclusively on individual equities. Mr. Yingst held senior positions at Smith Barney Harris Upham and Merrill Lynch Pierce Fenner & Smith. Historically, equity recommendations have ranged from conservative categories to growth categories. Both household names as well as up-and-coming leaders have been identified by Mr. Yingst based upon this proprietary valuation model.
Mr. Yingst’s approach incorporates fundamental, technical, quantitative and macroeconomic analysis in order to create an interdisciplinary model regarding the analysis and assessment of both the equity and fixed-income markets.
Proprietary, Thematic Research
Mr. Yingst has developed a thematic research approach, and publishes frequent client-approved reports for all Joseph Gunnar clients.
In addition to his“Daily Briefing” reports which discuss global and macroeconomic events and their impact on the financial markets, Mr. Yingst has also created “Technical Take”, which are client-approved reports highlighting specific stocks and industries that have undergone a recent technical event worth noting.
CNBC Business Television
Mr. Yingst is a regularly sceduled guest on this popular business channel.
Click here to view Mr. Yingst’s most recent interview on CNBC
 
Third Party Research
In addition to our proprietary research, Financial Consultants of Joseph Gunnar & Co. have access to many of the leading independent research providers of equity research.

Delivering Value

Our unbiased Research Group attempts to identify companies we believe will out perform others and provide strength and stability to your portfolio.