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

Here with The Brogan Group Equity Research, you will have a personal relationship with our family managed time tested market technicians.
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.
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.
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.
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:
Other Interests and/or Affiliations:
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:
Other Interests and/or Affiliations:
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:
Other Interests and/or Affiliations:
The Brogan Group Equity Research
Raising confidence for the institutional investor
A division of Wellington Shields & Co.
it should not be assumed that recommendations made in the future will be profitable or will equal past performance
it should not be assumed that recommendations made in the future will be profitable or will equal past performance
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.
The Money Flow Model Making Investing Easy for Everyone
Performance Report
it should not be assumed that recommendations made in the future will be profitable or will equal past performance
The Brogan Group Equity Research
Terence Brogan, CMT (617) 233-0115
Bob Brogan, CMT (610) 325-3260
Rob Brogan, Jr. (610) 308-3507
Monday - Friday: 9 am - 5 pm
Saturday: By appointment
Sunday: Closed
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.
To obtain a copy or watch the video please visit CMT Association Educational Series button below.
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DISCLAIMER:
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this newsletter (article), will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter (article) serves as the receipt of, or as a substitute for, personalized investment advice from The Brogan Group Equity Research (a division of Wellington Shields & Co, LLC.).
To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.
A copy of our current written disclosure statement discussing our advisory services and fees is available for review upon request.
It should not be assumed that recommendations made in the future will be profitable or will equal past performance
Copyright © 2020 The Brogan Group Equity Research
A division of Wellington Shields & Co. LLC
Member of FINRA | SIPC All Rights Reserved.
* Reviews: 1. The fact that the testimonial may not be representative of the experience of other customers and 2. The testimonial is no guarantee of future performance or success.