Winning on Wall Street is difficult enough.
The professionals of this business don’t need this post to tell them that.
If you are an equities trader, its about finding trends, timing the market and being exceptionally nimble. If you are a financial advisor, its about managing risk, giving customer service, planning for the future and prospecting clients. And all the while — the headlines change on a tweet-by-tweet basis. If you are fortunate enough to be a retail trader with a seven-figure account, it’s about managing your personal day-to-day operations but having the wherewithal to put your money to work in the proper spots.
All of the situations described above has a place where IPO Boutique can help.
Equity traders — The IPO and Secondary market can seemingly trade in a vacuum. Yes, the broad market does matter. But it is very frequent that the market could be experiencing volatility and either an IPO or Secondary is trading with strength. The questions of “year over year revenue” or the “long-term fundamental outlook” pales in comparison to the kind of demand that is in the book. Questions like… How many times oversubscribed is the IPO? … or when does the book close?… or where are substantial anchor orders at and where are the underwriters guide pricing?… are more important than cash burn rate or company prospects going forward. IPO Boutique subscribers gets those answers.
Financial Advisors — You plan for the near-term and the long-term. You answer questions, place buy and sell orders and give tax advice to your hundreds of clients. IPO Boutique can take one thing off your plate — research and knowledge of new issues hitting the market. Our comprehensive research lays out the pros/cons, long-term forecast as well as any and all risks on all new deals coming to market. Moreso, the short term demand, or lack of demand, can have an impact on the price of an equity. Why inform your client to buy right away if our knowledge sees price sensitivity in the short term?
Retail Traders — Let’s say you have the account size to get a spot at the table for IPOs — congratulations, you have gotten past hurdle number one. (By the way, if you have a seven-figure account and need allocations, contact us). Next…is about putting your money to work. The institutions get all the research and trading knowledge to make a decision — IPO Boutique gives you the opportunity to level that playing field. Our rating system can act as a guide to how large of an indication you may elect to place for IPOs. Our research lays out the risk/reward for the short and long term and gives you the knowledge as to if you want to sell the IPO on the open or buy more at the market. IPO Boutique is the tool to level the playing field.
For all of the listed above — there is a reason to have IPO Boutique on your roster. At the very least, our sources at all major underwriters will keep you in the know on the entire syndicate market. We have a team with more than five decades specializing in this field. Allow our knowledge, contacts and resources to guide you in this niche investing area.
And beyond that, we provide coverage on all secondary offerings and monitor any marketed deals with our underwriter contacts.
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