A Division of Wellington Shields & Co. Specializing in Money Flow

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Welcome

Here with The Brogan Group Equity Research, you will have a personal relationship with our family managed time tested market technicians.

About Us

Raising confidence for the institutional Investor

 

The Brogan Group Equity Research, a division of Wellington Shields & Co.  since 2000, offers over 50 years of experience as institutional market technicians, publishing daily research based on money flow and providing unambiguous buy and sell recommendations on the global equity markets, commodities and currencies. Our clients include some of the world’s most successful equity managers. Recommendations are made from understanding institutional needs with a rigorous quantitative/technical analysis of their proprietary Money Flow &  Relative Performance Model.

Comprehensive Approach

We use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Committed to Service

Every successful investment strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your investment goals.

Money Flow and Relative Performance Analysis

  

The Brogan's- A family tradition of technicians

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Bob Brogan, Sr., CMT

SVP, Founder, Co-Head Market Technician 

The Brogan Group Equity Research, a division of Wellington Shields & Co. LLC

Current:
Bob Brogan, Sr., CMT is the Founder of Brogan Group Equity Research (BGER), a division of Wellington Shields & Co. LLC, which has an expertise in money flows and relative performance analysis.  BGER monitors and provides money flow & relative performance analytics streaming “Live” to clients’ computers via the E-Signal Global trading platform. They work with institutional money managers who collectively manage over $2 Trillion dollars in equities.

Previous Experience/Career Highlights:
Bob began his career in 1968 as a graduate of Dean Witter & Company’s training program and was a member of the COMPARE sales team which marketed Dr. Robert Levy, pioneer of the computer-based momentum model. Then, he joined Wertheim & Co. Inc. to do institutional research where he introduced a “Trend & Counter-trend Electric Utility Trading Model” for institutional income funds (total return).  In 1974, Bob joined Tucker Anthony R.L. Day where he was a Managing Director, Branch Manager of the Philadelphia office and a member of the Institutional Sales team working with Institutional InvestorFirst-Team market guru, Stan Berge.  During his 13-year tenure working with Stan, Bob learned the art and science of applying macroeconomic, monetary and technical analysis to identify the primary and intermediate trends of the stock market.

In 1988, he founded Bomar Securities, L.P and in 1991, it was selected by Microsoft Inc. as a beta site to build the first commercial Windows-based research and analytics workstation for buy-side portfolio managers and traders. Reuters acquired Bomar in 1992 and today the same program is known as Thomson Reuters Advance Equities Trader.

After that Bob developed “The Money Flow Persistency Model” and began monitoring institutional programs. Brogan joined H.G. Wellington & Co. in 2000. His son Terence joined him in 2002, followed by Rob in 2008, making Brogan Equity Research Group a family-managed research team. In 2009, after the merger with Shields & Co, BGER joined Wellington Shields & Company, LLC.


Education and Certifications:

  • Villanova University, BS – Finance (Money & Banking)
  • Chartered Market Technician®, CMT
  • FINRA compliant
  • CMT Published Thesis – “Equity Money Flow Analysis: New Discoveries”

Other Interests and/or Affiliations:

  • CMT Association®, Member
  • U.S. Air Force Reserves
  • left handed guitar playing folk music on my 1974 Martin D-18 

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Terence Brogan,CMT

 

Terence Brogan, who holds a Chartered Market Technician (CMT) designation, is the Co-Head Market Technician and Equity Market Strategist for The Brogan Group Equity Research (BGER), which is a division of Wellington Shields & Co, LLC. He is responsible for producing and marketing The Brogan Group’s Money Flow/Relative Performance Equity Research. In addition, Terence is the editor of a daily market letter called “The Relative Report” where he provides daily commentary on equity market strategy using their proprietary money flow research and asset allocation to help institutional money managers with their investment decision process.

Terence joined his Father at The Brogan Group Equity Research in 2002, and in so doing, it became a family-managed research firm.

Previous Experience/Career Highlights: 

Terence was part of John Hancock’s wholesale distribution team that provided investment products to retail brokers in New York and New Jersey territories.


 Education and Certifications:

  • Saint Anselm College, BA Psychology
  • Chartered Market Technician®, CMT
  • FINRA compliant
  • CMT 46th Symposium Speaker

Other Interests and/or Affiliations:

  • CMT Association®, Member
  • Soccer Coach
  • Avid Skier 

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Rob Brogan, Jr.

 

Rob Brogan is a Vice President at Brogan Equity Group Research (BGER), a division of Wellington Shields & Co. LLC. He has an expertise in money flow and relative performance analysis. BGER monitors and provides money flow & relative performance on the largest global database in existence. They work with institutional money managers who collectively manage over $2 Trillion dollars in equities.

Previous Experience/Career Highlights:
Rob joined his Father and Brother, Terence at Brogan Group Equity Research in 2008, prior to the merger with Wellington Shields in 2009. Before that, Rob was a Lending Specialist at J.P. Morgan Chase from 2005 to 2008 working on single and multi-family residential projects as well as commercial lending projects. From 2002-2005 Rob worked for American Business Financial Services as a Senior Mortgage Lender. During the period 1998- 2001, Rob worked as a Senior Vice President for Evanston Financial Corporation providing financing for large commercial corporations via FHA loans.


Education and Certifications:

  • Villanova University, BA – Communications Arts
  •  FINRA compliant 
  •  CMT 46th Symposium Co- Speaker 

Other Interests and/or Affiliations:

  • Board of Trustees for Ballymeade Community
  • Lacrosse  Coach
  • Guitar Player Gibson L6

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........................................Rob Brogan Jr. ..............................Bob Brogan CMT...........................Terence Brogan CMT...

                                                         The Brogan Group Equity Research   

                                                 Raising confidence for the institutional investor

                                                            A division of Wellington Shields & Co. 

                                                                                

Historical Performance

Momentum Screening

Brogan's Money Flow Breadth

Brogan's Money Flow Breadth

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Brogan's Money Flow Breadth

Brogan's Money Flow Breadth

Brogan's Money Flow Breadth

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Historical Performance

Brogan's Money Flow Breadth

Historical Performance

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The Brogan Group Equity Research PDF slides

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The Money Flow Portfolios

 Our Money Flow Portfolios are designed to give investors exposure to Growth during periods of market liquidity expansion while continuing to protect portfolios from excessive draw-downs during periods of liquidity contraction. 

Backtest Results - Click link below

The Money Flow Model Making Investing Easy for Everyone

Performance Report

https://moneyflowmodel.com/
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Please call us for subscription and pricing

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Pay with PayPal or a debit/credit card

We bill quarterly for subscriptions. 

Contact Us

Get Started Today! Give us a call.

 The Brogan Group Equity Research 

Terence Brogan, CMT (617) 233-0115

Bob Brogan, CMT (610) 325-3260

Rob Brogan, Jr. (610) 308-3507

Hours

Monday - Friday: 10am - 5pm

Saturday: By appointment

Sunday: Closed

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Using Money Flow Spread Analysis to Buy & Sell ETFs

Webcast “Using Money Flow Spread Analysis to Buy & Sell ETFs” with The Brogan Group Equity Research

 

When:January 22, 2020 @ 12:00 pm – 1:00 pm


The Brogan’s are going to talk about how they use Money Flow on ETF’s thru the application of their Money Flow Spread Indicator (MFSI).  Obviously, ETF’s have become one of the most attractive investments over the past decade and thru 40 years of researching Money Flow the Brogan’s have discovered how to effectively use Money Flow in their decision making process to Buy or Sell ETF’s.  During the webinar we are going to talk about the history of Money Flow as well as showcase the application of the Money Flow Spread Indicator on the SPDR S&P500 ETF.  It will be a very fast, exciting presentation and we look forward to seeing you all there.


Learn More

To obtain a copy or watch the video please visit CMT Association Educational Series button below.

Check out our wonderful videos

BGER Video

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