Groups 2020-08-26T13:53:48+00:00

Groups

In addition to our financial advisors, we offer a growing number of specialty groups that thrive as business units of Wellington Shields.

Herbst Group

The Herbst Group (HG), a unit of Shields & Company since 2001, manages assets for high net worth individuals and families as well as foundations and endowments. The Group focuses on constructing individual portfolios designed to meet the goals of each client. Fixed income portfolios consist of only high quality issues and are tailored to the current income and liquidity needs of each client.  Equity portfolios focus on large and mid-sized companies.  The Herbst Group team of seasoned investment and client support professionals aims to provide superior investment advice and performance over the long term.

Key Bios: Ed Herbst

The Brogan Group Equity Research

The Brogan Group Equity Research, a division of Wellington Shields & Co. LLC since 2009, offers over 40 years of experience as institutional market technicians, publishing daily research based on money flows and providing unambiguous buy and sell recommendations on the global equity markets, commodities and currencies. Its 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 & Comparative Relative Performance Model.

Key Bios: Bob Brogan, Sr., Rob Brogan, Jr., Terence Brogan

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Dudack Research Group

Dudack Research Group (DRG), a division of Wellington Shields & Co. LLC since 2011, is a well-established investment research firm that provides macro-economic, fundamental, quantitative and technical strategy and tools for institutional money managers throughout the US and Europe. DRG aims to be clear, decisive and  thought-provoking through original research that is accurate, well-founded, above all, useful to its clients.

Key Bios: Gail Dudack, Andrea Costello

Dudack Research Group (DRG) is an independent research firm that provides economic, fundamental, quantitative and technical strategy and tools for institutional money managers throughout the United States and Europe.

Dudack Research Group provides the following services:

  • Regularly  Published Research Reports via email including:

US Strategy Weekly is an investment strategy top-down analysis, focused primarily on the U.S. equities market.  It includes economic indicators, theme investing, quantitative/valuation models, market direction, relative sector momentum/valuation, price momentum and technical analysis.  The research is targeted to portfolio managers, chief investment officers, asset allocation teams and heads of strategy at institutional investors.  The publications provide clients with relevant macro-economic forecasts, such as interest rate levels and GDP growth rates, S&P 500 EPS forecasts and price targets, recommended sector weightings and asset allocation.

Direct from Dudack is an occasional and timely one-off single page report on a specific market, economic, political, or technical development.

  • Occasional  Voicemail Blasts
  • Sales Coverage/Client Service via telephone
  • Limited direct access to Gail Dudack via phone calls and conference calls

To become a client or for other information, please call 212-320-2046.

Click for Gail’s biography

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