“Most advisors lose money in bear markets not because of stock selection but because of positioning"
Know the Market Regime. Protect Capital. Act Decisively.
Most portfolio mistakes happen for one reason:
Advisors are positioned for the wrong market environment.
Brogan Group Equity Research removes that risk by clearly identifying whether the market supports taking risk or protecting capital — and what to do next.
“Used by RIAs managing client assets through market cycles"
The Relative Report (RR)
The Relative Report (RR)
The Relative Report is our core daily tool designed for real-world advisory decisions.
It tells you, plainly:
- Is this a risk-on or risk-off market?
- Are cyclicals or defensives leading?
- Where is institutional money flowing now?
RIAs use the RR to make confident allocation adjustments without overtrading or second-guessing.
The Money Flow Model (Your Edge)
First Item
At the heart of the Relative Report is our proprietary Money Flow Model.
In one sentence:
It defines the market regime early — before drawdowns force reactive decisions.
By tracking capital movement across asset classes and sectors, the model signals when risk is being rewarded — and when it isn’t.
This answers the question every client asks:
“Should we be taking risk right now?”
Why RIAs Convert to Us
Markets change faster than narratives
Buy-and-hope fails during regime shifts
Clients demand explanation, not excuses
Our research provides a defensible framework for action — not opinion.
Results RIAs Care About
- Smaller drawdowns in bear markets
- Faster alignment when trends change
- Fewer emotional decisions
- Stronger client trust during volatility
This is not trading research. This is portfolio risk control at the market level.
The Outcome
Control risk first. Returns follow.
Brogan Group Equity Research gives RIAs the clarity to act decisively — and the discipline to stay successful across full market cycles.
Request a Sample Relative Report Schedule an RIA Walkthrough
What Happens If You Don’t Use This
Most long-term damage to client portfolios doesn’t come from stock selection. It comes from being positioned incorrectly during market regime shifts. Without a clear, objective regime signal: Risk stays too high when markets turn defensive Drawdowns become harder to recover from Allocation changes happen after the damage is done Client confidence erodes during volatility In other words: You end up reacting to markets instead of staying aligned with them.
email us today: rbrogan@brogangroupresearch.com
Schedule a 15-Minute RIA Walkthrough
Copyright © 2025 The Brogan Group Equity Research, 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.
•Brogan Group Equity Research, LLC. is providing the following charts as an illustration only. •The illustrations are not FINRA Rule 2411 research reports and are not intended as to buy or sell securities. •The Brogan Group recommends that persons desiring to trade or invest in securities do so cautiously and in consultation with their financial advisors.