Meticulous, data-driven investment research to help power your decision-making.
Tamarisk Research offers independent investment research to help you feel more confident about your investment decisions. We know that markets don’t always act as expected. We look to facts and data to discern what’s actually happening, and provide clear explanations.
“Clients can better stick to their long-term investment plans when they are tied to their most heartfelt goals and values.”
Ryan Gorman, CFA, CMT, BFA
Vision, Experience, Process
Our research team is led by our Chief Investment Officer, Ryan Gorman. Ryan is a Chartered Financial Analyst and Chartered Market Technician and has a keen interest and understanding of economics and financial markets. He is able to analyze and transform volumes of complex data into meaningful intelligence, to support effective investment decisions. In addition to his skill and passion for data and analytics, he earned his certification as a Behavioral Financial Advisor, allowing him to have insight into the psychology behind market activity.
Combining attention to data and to the psychology of the markets and the individuals participating is one of Tamarisk Research’s strengths. Another is the team of advisors who support the research team, some of whose experience stretches back to the 1980s. The ability to take the long view, to recall market events over the last forty years, helps to place current data into context.
Capabilities
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Our comprehensive investment research combines rigorous quantitative analysis with seasoned market experience to deliver actionable insights. Through a disciplined, data-driven methodology, we analyze securities across multiple dimensions:
Value metrics that identify potentially underpriced assets with strong fundamentals
Quality factors that assess business strength, financial health, and operational efficiency
Momentum indicators that capture emerging positive trends and market sentiment
Technical analysis that identifies market conditions and attempts to refine timing decisions
We translate complex market data into clear, actionable investment theses that help you confidently navigate market volatility and identify opportunities others miss. Our research empowers you to make evidence-based decisions and enhance portfolio construction.
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Our market commentary cuts through the noise with data-driven analysis of current market conditions rather than speculative forecasts. While others attempt to predict uncertain futures, we apply rigorous technical analysis to identify where we actually stand in today's market landscape.
Through systematic examination of price action, volume patterns, and market structure, we provide advisors with clear insights into prevailing trends, support and resistance levels, and significant market shifts as they develop. This technical foundation gives you actionable context for making timely investment decisions based on observable market behavior rather than predictions.
Our commentary translates complex market signals into straightforward narratives that help you confidently navigate changing conditions and communicate effectively with your clients about market positioning and strategic adjustments.
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Our investment strategy framework unites our quantitative research with real-time market insights to deliver comprehensive portfolio solutions. We transform analytical rigor into practical investment roadmaps tailored for financial advisors and their clients.
By integrating value, quality, momentum, and technical indicators with our current market assessment, we develop strategies that are both disciplined and responsive to changing conditions. This multifactor approach helps identify opportunities with favorable risk-reward profiles while maintaining alignment with broader market dynamics.
We provide clear strategic direction through:
Asset allocation frameworks that balance risk management with return potential
Sector and security selection based on our proprietary quantitative models
Portfolio construction guidance that optimizes diversification benefits
Tactical adjustments informed by technical analysis of current market conditions
Our strategies combine mathematical precision with market wisdom, giving you the confidence to implement institutional-caliber investment approaches that differentiate your practice and deliver value to your clients.
