How to Implement our Money Flow into your daily Investment
Why Brogan Money Flow? Simply because it works!
We specialize in Money Flow and Relative Performance Analysis across individual equities, sectors, industry groups, and the broader global markets. Our motto is simple: “Our Edge is Risk Management.”
Our research cuts through the fundamental fog and identifies—with high probability—which stocks are positioned to become future alpha winners and which are likely to underperform.
How to Implement Our Research in Your Daily Process
- Daily Reports ~ Will be sent from Bob Brogan, Sr. CMT (The Signal Report ™) & Terence Brogan, CMT (The Relative Report ™) each morning reviewing the daily markets.
- Weekly Spreadsheets ~ Ranked and screened each week (general market indices) to look for positive, neutral and negative money flow stocks.
- e-Signal Brogan Money Flow Analytics Software ~ 24/7 on your desktop home or office, dynamic (Global & Domestic) Money Flow and Relative Performance Analytics.
- Personal video ~ Live video analysis emailed to you sent by Terence W. Brogan, CMT regarding any questions on a particular stock or sector.
- Personal rankings ~ Reviewing your holdings list or special interest list ranked & screen though our model
- Monthly Web Strategy meetings ~ These are one-on-one strategy meetings where we review The Brogan Group’s Equity Research recommendations on the overall Global Markets.
- Contact us anytime! ~We are available for you by email or a phone call and it’s almost like your personal analyst on hand. (We’ve been told by other clients!)
WHY WORK WITH US
Real reasons to add our research to your daily process.
• Unbiased, no axe to grind. No investment banking ties, no proprietary trading book — every call is a clean buy, hold, or sell.
• Institutional-level research, a fraction of the cost.Full technical coverage without adding headcount.
• We catch money flow shifts before they hit price. Accumulation and distribution signals, spotted early — not in hindsight.
• Flexible engagement. Plug straight into your existing investment process, or run alongside it.
• Scalable to your needs. From the full research program down to a standalone monthly portfolio health check.
• Built on your actual holdings. Every read-out is run against your real positions, not a generic model portfolio.
• Zero disruption to get started. No change to custody, no change to process — just a second set of eyes on the book you already run.
More benefits
• 25 years of pattern recognition. Three generations of technicians who've traded through multiple full market cycles — bull, bear, and everything in between.
• We tell you when we're wrong, not just when we're right. Signals get revisited and updated as conditions change — this isn't a "call it once and move on" model.
• Sector and market breadth, not just single names. Money Flow read on individual holdings, sectors, and the broader tape — so you see the forest and the trees.
• Independent means independent. No parent broker-dealer, no investment banking arm, no proprietary book competing with your interests.
• Built for advisors, not just traders. Signals framed around portfolio positioning and risk management — not day-trading calls that don't fit a client book.
• One phone call from an actual analyst. Not a call center, not a chatbot — direct access to the people producing the research.
• Proven infrastructure behind the scenes. Compliance and technology backed by Analyst Hub, so you're getting institutional-grade delivery without institutional-size overhead.
An added tool for your Investment process
Positive Money Flow & Positive RP & Price! See how it works!
Simply stated, we want to be Bullish on Buy Signals and Overweight & Positive Neutral names (positive money flow names)
and Bearish on Sell Signals and Underweight names (negative money flow & relative performance names).
We want to own the strong/positive money flow stocks and sell weak/negative money flow stocks in specific industry and sub- industry groups.
Obviously, these names have to pass your proprietary fundamental requirements.
Perspective You Can Trust
How Brad Tremitiere, CIO and longtime Brogan Group user, leverages our Money Flow models to stay in
As both Chief Investment Officer and a long-time user of the Brogan Group Money Flow models, Brad Tremitiere’s perspective carries real weight. His examples—staying in winners like Kratos and sidestepping drawdowns in names like PAYX—highlight how the process supports disciplined decision-making in all market conditions. Backed by decades of investment experience and a commitment to evidence-based strategy, Brad’s endorsement reflects exactly what the models are designed to deliver: clarity, conviction, and consistency for portfolio managers and their clients.
Staying Ahead, Avoiding Risk
Brad’s experience shows the full value of the Brogan Group Money Flow: they not only keep you riding the strongest winners longer than traditional methods, but also signal when it’s time to step aside from weakening names before losses mount. With decades of investment experience and a commitment to evidence-based strategy, Brad’s perspective demonstrates exactly what the models are designed to deliver: clarity, conviction, and consistency in real-world portfolio management.