Morningstar and Ibbotson
We utilize Morningstar Office for tools that help us research, analyze and present investment ideas. It features robust portfolio management and performance reporting, advanced research capabilities, as well as sophisticated investment planning.
The system currently is providing data on approximately 473,000 investment offerings, including stocks, mutual funds and similar vehicles, along with real-time global market data on more than 12 million equities, indexes, futures, options, commodities and precious metals in addition to foreign exchange and treasury markets.
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Securities and Advisory Services offered through World Equity Group, Inc. Member FINRA/SIPC. Winged Foot Partners, Inc. and World Equity Group, Inc. are independently owned and operated. World Equity Group, Inc. does not provide tax advice. The World Equity Group Form CRS can be found here.