Tiburon Written Research - Financial Advisors Profiles Series

Tiburon's fourth research series is its popular financial advisors profiles series. Over 300 profiles are offered in this series, including profiles of both captive & independent advisors (also including profiles of CPA firms, law firms, & consulting firms). Tiburon's financial advisor profiles series does not have a signature summary research topic, but rather each financial advisor profile stands alone.

The content of this research is moderately similar to that of stock analysts reports but also focused on the firms' histories, organizational structures, & strategies in addition to their financial results and stock prices (if applicable). Tiburon also profiles both public and private companies. These profiles may vary in depth & timeliness; Tiburon members will necessarily have more in-depth profiles than non-members.

Many Tiburon members periodically subscribe to their own organization profile (and they often find time to send in suggestions) and other Tiburon members subscribe to profiles of their key clients, vendors, & competitors. No information in these profiles is proprietary to any Tiburon member. Tiburon can present and discuss any of these financial advisor profiles through its market seminars program by engaging a Tiburon partner for a day.

Financial Advisors Profiles Series Profiles