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Investment Research Access

Stenner Wealth Partners+ accesses a plethora of third party research providers in order to make informed, unbiased decisions about our clients' portfolio allocations (including but not limited to):


  •  -  Canaccord Genuity Research

  •  - QUEST, A research division of Canaccord Genuity

  •  - Morgan Stanley Research

    • Canaccord Genuity has an active, exclusive relationship granting Investment Advisors full access to Morgan Stanley's world-class suite of investment research on a variety of asset classes

  •      - Tiger21

  •  - Bloomberg

  •  - Thomson One

  •  - Morningstar

  • - TradingView

  •  - StockCharts

  •  - Dalbar Institute

  •  - Albourne

  •  - Informa

  •  - Envestnet

  •    - Abbey Capital

  •   - Ares Management Corporation

  •  - BCA Research

  •  - Bespoke Investment Group

  •  - BlackRock, Inc.

  •   - Blackstone Group, Inc.

  •  - GMO Research

  •  - Hamilton Lane

  •    - PIMCO

Canaccord Genuity Wealth Management (USA) Inc., member FINRA and SIPC.

Canaccord Genuity Wealth Management (USA) Inc. (“CGWM USA”) representatives and advisors may only conduct business with residents in states or jurisdictions where they are properly registered based on the services being provided. Not all investments and services mentioned on this website are available to clients of CGWM USA. This website may provide links to other Internet sites for the convenience of users. CGWM USA is not responsible for the availability or content of these external sites and does not endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites.