Services

Soft Dollars

Vandham simplifies soft dollars and directed brokerage arrangements.

Many years of experience gives us a thorough understanding of the business as well the legal and regulatory environment.

Our seasoned professionals can help you properly set up and monitor your soft dollars and directed brokerage arrangements.

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Administration

Unique to the soft-dollar business is the extensive amount of administrative support needed to insure a smooth client relationship. Such support includes:

  • Detailed monthly statements Promptly mailed within the first week after month-end. These statements provide a listing of the research products provided, as well as a recap of commission activity
  • Prompt payment of vendor invoices
  • Prompt resolution of payment inquiries
  • Quick research and solution of regulatory questions
  • Experienced operations staff expediting all trade and settlement issues quickly and accurately

Our competitive commission rates and soft-dollar ratios make Vandham's value added soft dollar sales and services an important part of our client relationship.

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Research Partners

  • Vandham's soft-dollar products consist of third party research that includes a wide variety of research-related products. Each has been reviewed for appropriateness under the current section 28(e) safe harbor guidelines.
  • In addition to providing an extensive list of soft dollar products, we are constantly seeking out quality "value added" services.
  • Vandham prides itself on finding new research services that are not on the radar screens of most money managers.

» View our research partners

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Third Party Services

  • 13D Research
  • Advantage Data
  • Advent Software
  • Alpha Theory
  • American Stock Exchange Fees
  • AMG Data Services
  • AM Best
  • 1790 Analytics
  • Applied Finance Group
  • Assay Research
  • Audit Integrity
  • Austin Stock Research
  • Autex
  • Bank Credit Analyst
  • BARRA
  • Baseline
  • Bates Creek Research
  • Battle Road Research
  • Behind The Numbers
  • Belkin Report
  • BioCentury
  • Bloomberg
  • Bond Buyer
  • BondWave, LLC
  • Brookside Research
  • Bulls Eye Research
  • Cal Crary (Litigation Notes)
  • Capvision-Westlake
  • Catalyst Investment Research
  • 21st Century
  • Changewave Research
  • Chartcraft Inc. (Investor's Intellegence)
  • Checkfree Investment Services
  • Chicago Investment Analysis
  • Churchill Research
  • CMS Bond Edge (Capital Management Sciences)
  • Coleman Research Group
  • Company Reporting
  • Contravisory
  • Crandall Pierce & Company
  • Credit Sights
  • Daily Bankruptcy Review
  • Daily Graphs
  • Datastream Advance
  • Decision Economics
  • Decision Resources
  • Dick Davis Digest
  • Discidium Research
  • Dow Jones News
  • Econoclast
  • Economic Profit Research
  • Edgar I-Metrix
  • Egan-Jones Rating Company
  • Elliot Wave Theory
  • Energy Intelligence Group:
    - Energy Compass
    - Natural Gas Week
    - Oil Daily
    - Petroleum Intelligence Weekly
  • Erlanger Institutional Research
  • E-Signal
  • Factset
  • Falcon Research
  • Favus Institutional Research
  • FDC Reports, Inc.
  • Financial Times
  • First Call
  • First Coverage
  • Ford Investor Services
  • Free Market, Inc.
  • Gilder Technology Report
  • Gimme Credit
  • Global Insight
  • Governance Metrics
  • Gradient Analytics
  • Grant's Interest Rate Observer
  • Greenwich Consultants
  • Growth Equity Advisors
  • Hedge IQ, Inc.
  • High Technology Observer
  • High Tech Strategist
  • Horizon Invest. Earnings Forecaster
  • Ibbotson Association
  • IBES
  • INDATA
  • Inferential Focus
  • Insider Score
  • Institutional Investor
  • ISS Corp Governance Quotient (CGQ)
  • Interactive Data
  • International Data Corp
  • Investigative Management Group
  • Investment Responsibility Research (IRRC)
  • Investor's Business Daily
  • IPO Financial Network
  • JAG Notes
  • Jefferson Research
  • John Tumazos Very Inpendent Research
  • KLD Research & Analytics
  • Laffer Associates
  • The Leuthold Group
  • Lexis Nexis
  • LitWatch
  • Market Guide
  • Management CV
  • MFR Research
  • Mobius Group
  • Moody's Investors Service
  • Morningstar
  • Mosaic Research
  • NASD Exchange Fees
  • NASDAQ Exchange Fees
  • National Quotation Bureau
  • Navellier's MPT Review
  • Ned Davis Research Group
  • New England Journal of Medicine
  • New York Stock Exchange Fees
  • Northtfield Information Service
  • Off Wall Street Consulting Group, Inc.
  • Oil & Gas Investor
  • Options Price Reporting (OPRA)
  • Outstanding Investor Digest
  • Pacific Epoch
  • Patterns for Performance (Stocks Inc)
  • PC Quote
  • Plexus Group
  • The Political Forum
  • Princeton Retail Analysis
  • Proxy Edge
  • Red Chip Institutional Service
  • Retail Intelligence Group
  • Risk Metrics (CFRA)
  • Rosenfeld Associates
  • Russell/Mellon Analytical Services
  • Sabrient Research
  • Securities Research Company (SRC)
  • Sidoti & Company LLC (Emerging Growth Research)
  • Singular Research
  • Sixth Man Research
  • Spin-Off Advisors
  • Sports Trend Info.
  • Starmine
  • Stephen Smith Energy Associates
  • Street Account
  • StreetEvents
  • SunGard Group
  • Tamale Research
  • Techworth
  • Telemet
  • TheMarkets.com
  • The NPD Group
  • Thomson Reuters
  • Tiburon Research Group
  • Topaz Investment Advisers
  • TownHall
  • Trim Tabs.Com Investment Research
  • Twin Style
  • Value Line
  • Vestek
  • Virtua Research
  • Vision Research
  • Vivid Research
  • Voyant Advisors
  • Wall St. Source
  • Wall St. Transcript
  • Weiss Ratings
  • Zacks Investment Research
  • Zephyr Associates
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