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Sway Research LLC
 
 
Overview: 

Sway Research is the creation of Chris J. Brown, a leading authority on retirement market trends, such as the impact of the aging of the baby boomers and the shift from defined benefit to defined contribution. Not surprisingly, the focus of our research is on the retirement markets, including:

   * Defined Contribution Investment-Only Distribution
   * Mid-and Late-career Accumulators
   * Retirement Income Products and Services

Our research is typically designed for financial services executives, such as heads of sales, marketing, product development, and competitive intelligence.

Our client firms are asset managers and distributors, including leading mutual fund companies, banks, brokerages, and insurance companies. These firms purchase our research in syndicated (i.e. multi-client) reports, through custom research and consulting engagements, and through half- and full-day strategy sessions in which we present our research and views on specific markets and facilitate a strategic discussion among the clients’ senior management team.


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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