Due Diligence

We perform due diligence services for investors. Specifically, we analyze companies' financials running them through customized valuation and forensic accounting screens. The Management and its background, insider activity and other essential risk factors are incorporated in reports that are issued on demand. 

Portfolio Evaluation 

We run all positions in a clients portfolio through valuation and risk screens. Then a risk report is issued which highlights the results of our analysis. This service is available on a monthly, quarterly and annual basis. ISR subscribers receive a free portfolio evaluation report once a year. 

News Alerts

ISR issues news alerts on stocks previously reported about. These reports can be triggered by any number of reason, including:

Insider Activity
Change in Financial Strenght
Managemant Change
Earning reports / Announcements