Customers Who Use SRC’s Services for Fundamental Analysis

Securities Research Company has been helping investors to make smart investment decisions using fundamental analysis in evaluation of stock performance with both print and online services. Customer groups include broker/dealers, investment banks, insurance companies, individual and institutional professional investors, academic institutions, and public/private libraries. SRC’s services appeal to a wide range of individual who are looking for the best fundamental analysis research available.

SRC’s solid fundamental analysis 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 and technical 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

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.


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, 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