Our Mission

Dedicated to helping institutional investors identify profitable long and short positions in the market and reduce their portfolio risk through proprietary forensic financial analysis.

Award Winning

ConvergEx has honored Jefferson Research multiple times with its BNY Jaywalk Independent Research Provider Performance Award.


Who We Are

Jefferson Research was founded in 1989 by Dr. Bruce Gulliver and is based in Portland, Oregon. The firm has been providing research to institutional clients for more than 25 years. Jefferson Research is an independent investment research and advisory firm that provides investment research to institutional investors and other organizations.

Client Services

We offer several different types of services to fit the different needs of our clients. Our services were designed to provide a focused list of ideas that investment professionals can use in performing additional research to verify and confirm the timeliness of the warning.

Torpedo Alert®

The purpose of the Torpedo Alert® rating system is for institutional investment and other fiduciary professionals in managing both long and short portfolios. Providing early warning to portfolio managers, allowing them to either avoid a stock with high potential for significant price decline or to take advantage by shorting the stock.

Torpedo Alert® Ratings

The ultimate in measuring fundamental performance.

Financial Sonar™ Reports

Cutting through the fog of company financials.

Dividend Cash Flow Growth Newsletter

Yield and increasing cash flow from dividends.

Sector Select Dividend Growth Newsletter

Top dividend idea for each of the ten industry sectors.