Safian Investment Research (SIR) has long been recognized as one of the first research organizations to use “investment strategy” and economic analysis as a means of assessing risk and reward. Rather than just concentrate on individual companies, we analyze a diverse combination of factors in order to determine the characteristics of the economy, the stock market, and individual sectors and industries.

Our analyses are primarily for institutional and sophisticated investors and date back to the late 1950s with the Dual Market Principle, which we developed and introduced to the investment community. This investment theory was an innovative investment approach that divided the stock market into growth and cyclical sectors and demonstrated how these sectors frequently show significantly different and sometimes contradictory trends. Augmented over the years by analyses of additional market and industry sectors and by valuation and other studies, this sector rotation approach became a valued tool in the investment management and institutional research community.

Kenneth Safian and the staff of SIR continue to produce original ideas and concepts that help thoughtful professionals and knowledgeable investors to recognize and benefit from changing economic and stock market trends. Mr. Safian has been in the investment business since 1958, was president of Safian Investment Research, Inc. and its predecessor Smilen & Safian Inc., and was a founder and major stockholder of Regent Investors, which managed about $3 billion before being sold to Alliance Capital in 2008.

In 2009, we developed a relationship with Grace Financial, and payment for our research is made through that firm. Grace financial Group LLC is an agency only firm and does not make markets or engage in investment banking. The firm is a member of FINRA, NFA, NYSE ARCA, &SPIC and clears its business through Goldman Sachs Execution & Clearing LP.