Client Research Privileges

We subscribe to, and make available for our clients, numerous financial newspapers, journals, reports and services including The Wall Street Journal, Investor's Daily, Barron's, Value-Line Investment Service and Standard & Poor's Stock Reports. For our mutual fund clients, we offer a large selection of fund generated reports as well as access to Mutual Fund Values/Morningstar Inc., considered by many to be the best independent research and evaluation source on mutual funds. Our research capability is further enhanced by the availability to offer Bank of New York's BNY Jaywalk.

Get the Jaywalk Advantage

BNY Jaywalk is The Bank of New York's Independent Equity Research Consultancy, designed to assist you in identifying and implementing quality independent research solutions.  BNY Jaywalk Consensus recommendations are the average of all current recommendations by BNY Jaywalk IRPs (Independent Research Professionals) on a given security. Entitled users to the Jaywalk Consensus will see the following information on a stock: Current Jaywalk Consensus, Number of IRPs, Consensus 90 Days Ago, and the overall breakout of Very Positive, Positive, Neutral, Negative, Very Negative ratings. This information is currently available on a universe of over 4,900 equities.

Choose CHA for all your investment needs

We would be happy to meet with you and discuss your current investment strategy and see where we can help you improve your plan.  Call us today or fill out our online consultation form to schedule a time to meet.