MEM Investment Research
MEM Investment Research - August 06, 2015
I consulted with client to determine strategy to accomplish her objectives. After many years of advising professional money managers in the country, Mary Ellen McGonagle decided to launch her own investment research advisory service to the self-directed, individual investor market.
My work with her included the URL, product name/tagline + weekly report name (The MEM Edge), brand, look/feel, design direction and all of the content + email campaigns, lead gen and creation of her digital footprint.
Mary Ellen learned her craft from famed, Bill O’Neil, the founder of Investor’s Business Daily and author of many books on investing. Insiders know about Bill’s highly-respected, proprietary system that examines stocks and picks out the ones that meet extremely stringent requirements.
Mary Ellen’s work regularly involved analyzing hundreds of data points on thousands of stocks to determine the stocks that were healthy and poised to take off. She provided her stock ideas to top portfolio managers, using her analytical and technical prowess – depending on the needs of their portfolio (small cap, large cap, value).
She also helped them stay on top of their existing portfolios, by pointing out stocks ready to go higher or the ones poised to go lower, so they’d know whether to buy more or sell. Mary Ellen also sold O’Neil’s “Idea Service,” at a price tag of $75,000/year. And professional money managers all over the world gladly paid for it.
For 15 years, working closely with the investing legend and creator of this highly-acclaimed system, designed to pick winning stocks, Mary Ellen was one of ONLY about 20 people in the world to have weekly meetings and intra-week meetings with Bill O’Neil where her skills were tested by the master himself.