Newfound provides unique services and value to each of our partners and clients, depending on their needs.

Our services range from simply providing data signals for a few stocks and mutual funds, to helping create and perfect investment products and allocations, such as mutual fund offerings. Our clients include hedge funds, financial advisors, mutual fund portfolio managers and others in the asset management industry.  Please see our brochure for just a few of our creative and innovative solutions.

Partnerships

The Signal Rock product line is a partnership between Newfound Research and Island Light Capital (ILC).  The products combine optimized asset allocations provided by ILC with Newfound Research’s proprietary exposure recommendation signals to create dynamically risk-managed, optimally diversified portfolios.

Clients

Due to non-disclosure agreements with our clients, we are not currently able to provide names of all clients.  Below are several that we can name.

The experience and expertise of Copeland’s portfolio managers is combined with the methodical risk-management process of Newfound Research’s exposure recommendation signals to create the Copeland Risk Managed Dividend Growth strategy.

Newfound Research provides allocation research to the Huntington Technical Opportunities Fund (HTOAX) for domestic, foreign developed, and emerging market equities.

Newfound  Research has teamed with Investment Guidance Solutions (IGS) to deliver risk-managed mutual fund portfolios to the investment world.

Together with Laurel Investment Strategies, Newfound Research is developing proprietary tactical risk management solutions for the private wealth industry.

Katama Capital

A hedge fund managed by Copeland Capital Management, utilizing Newfound Research’s exposure recommendations.