Partners
Fundstrat
“We are thrilled to announce our partnership with Fundstrat Global Advisors (FS Insight), a research powerhouse that has consistently defied Wall Street consensus and delivered exceptional performance in a year when many predicted otherwise. 2025 has tested every market forecast and very few have navigated it better than Fundstrat. While the broader industry braced for decline, Fundstrat’s research team, led by Tom Lee and Mark Newton, anticipated what they call “the most hated rally” and were rewarded for their conviction. Their foresight and analytical discipline have been critical to our firm’s success this year and we are enthused to deepen our partnership going forward.
At SL Capital, we believe that great advice begins with superior research. Fundstrat’s analytical approach on both a micro and macro level provides our team with data that continually sharpens our investment process. Their ability to interpret fluctuating market narratives and identify opportunities before they become widely recognized has been a differentiator this year.
Beyond research access, our collaboration with Fundstrat includes direct strategy calls with their equity team, early access to market outlook presentations, and analytical tools that allow us to enhance our internal research process. These resources help our team translate institutional research into tangible outcomes for our clients. Fundstrat’s clarity, conviction, and results make them an invaluable partner in our pursuit of excellent performance, and we could not be more excited for this opportunity.”
SL Capital Wealth and Fundstrat Global Advisors are separate, unaffiliated entities.
Foundations Investment Advisors
“At SL Capital Wealth, we believe our clients benefit most when we combine boutique service with institutional strength. By partnering with Foundations Investment Advisors, a nationally recognized firm that supports independent RIAs, we’ve expanded our access to institutional-level trading, research, and operational resources.
An integral part of that relationship is the Foundations Trading Desk. The team provides advisors with trade execution, portfolio rebalancing, and real-time market insight. Their precision and depth of industry knowledge allow us to operate with the discipline of a large institution while maintaining the independence and personalized service that define our firm.
This partnership has been instrumental in helping us streamline operations, strengthen our research capabilities, and deliver an exceptional standard of service to our clients. We’re deeply appreciative of the continued support that Foundations Investment Advisors provides to our firm.”
SL Capital Wealth and Foundations Investment Advisors are separate, unaffiliated entities.
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