"I've been profiting from SRC's charts for years..." Mike Epstein, Boston, MA

Our Customers

Securities Research Company has been helping investors to make smart investment decisions with both print and online services for broker/dealers, investment banks, insurance companies, individual and institutional professional investors and public/private libraries.

SRC provides an array of equity investment charted data to institutional and individual researchers, analysts, portfolio managers, asset managers, equity managers, and investment advisers to not only make sound investment decisions but also to attract and retain clients and increase revenue. Top performing financial advisers worldwide along with industry icons Peter Lynch, William O’Neil, Ken Heebner and a who’s who of investment houses are amongst SRC clients.

SRC’s value proposition is based upon its highly accurate and completeness of data, ability to use financial data for technical and fundamental analysis, and use of financial data to generate new investment clients as well as retain existing customers.

Industry Icons

Peter Lynch (Fidelity), Ken Heebner (Fidelity), Bill Gross (PIMCO), John Gunn (Dodge & Cox), William O’Neil (Investors Business Daily), Jim Cramer (TV Stock Analyst, co-founder and Chairman of TheStreet.com)

Investment Houses & Financial Advisory Firms

Babson Capital Management, Barclays Capital, Capital Group Companies, Dean Witter Reynolds, Fidelity Management & Research Company, Goldman Sachs, H & R Block Financial Advisors, Legg Mason, Lord Abbett, Merrill Lynch, Morgan Stanley/Smith Barney, Northern Trust, Oppenheimer Funds, Prudential Securities, Putnam Management Company, State Street Global Advisors, T. Rowe Price Associates, UBS, etc.

Banks

Bank of America, Citigroup, Deutsche Bank, Mellon Bank, JP Morgan Chase, Wells Fargo plus other regional banks (North Shore, Firstmerit, Commonwealth Bank, etc.)

Insurance Companies

Amica, Prudential, Northwestern Mutual, State Farm, etc.

Libraries and Universities

Harvard University, Johns Hopkins University, NY Public, Brooklyn Public, Boston Public, Chicago Public, Clearwater Public, Greenwich Library, Public Library of Cincinnati, Pelham Public, St. Louis County Library, Babson College, Arizona State, California State, Macomb Community College, NY University, Western Michigan University, University of South Dakota, Texas A&M University, University Of Chicago, Columbia University, etc.

And more..

American Express, British Airways, Bristol-Myers Squibb, Burger King Restaurants, Chicago Title and Trust Company, Forbes Magazine, Hewlett-Packard Company, Lockheed Martin Corporation, Moody’s Investors Service, Morningstar, Inc., RBC Dain Rauscher,  Inc., Standard & Poors, U. S. Steel, YMCA Retirement Fund

What Our Customers Say…

“I’ve been profiting from SRC’s charts for years. The added flexibility and analysis that ChartScreen offers is fantastic. SRC charts are a must-have for every analyst I know.”
— Mike Epstein, Boston, MA,
Former President of the MTA

“SRC presentations of data are consistently the most intelligent in the industry. It marries technical and fundamental information in a clear and concise manner. I wouldn’t be without my SRC service.”
— Bernadette B. Murphy,
Kimmelman & Bird, LLC,
Noted investment analyst

“As a long-time Better Investing member and SRC subscriber searching for stocks to study on a fundamental SSG basis, I prefer visually using the Blue Book and Orange Book, totaling 3,000 stocks …”
— Paul W. Schneider, Bedford, NH
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