Coeus Research
Investment Research and Management for Financial Advisors
Thoughtful research with a practical perspective.Invest in your business.More time to build relationships and your business.Access to independent research you can trust.
Services 
Thoughtful Research Practical Perspective
Elevate your professionalism and performance by hiring an Investment Research Consultant. Contact Now 
Services
Save time and money by trusting an Investment Research Professional.
Investment Research
Our team has access to resources and expertise that help reduce the time you allocate to research.Customized Portfolios
We can help you create a custom portfolio to meet the needs of any client.Alternative Investments
Let us perform the due diligence so that you can confidently steer your client through the changing financial landscape.Consultation
We can provide a flexible combination of all the services to meet any need.Spend more time with your clients
Clients value one-on-one relationships. By outsourcing investment research you can spend more time building that relationship and better addressing the needs of your client.
Confidence Through Experience
Our experience can help you grow your clients’ portfolios with confidence.
About Us
Benefits of Outsourcing
Save time, add valueInvestment Research Consultant
Quality Investments
We have a proven track record of helping advisors build portfolios that have the characteristics they need.
In-depth research
Gain confidence in your portfolio construction with unbiased and in-depth investment research provided by an experienced team.
Grow your business
Spend more time growing your business and leave the research to us.