Morningstar is our primary source for investment research and analysis, investment planning, and customized reporting for your portfolio.  Morningstar Office provides us with a single point of access to independent, detailed research on more than 325,000 investments such as mutual funds, stocks, variable insurance products, exchange-traded funds, closed-end funds, 529 funds, separate accounts, offshore funds, and hedge funds. Bond research is also included from Interactive Data Corporation, a premier provider of fixed-income information. Proprietary Morningstar analytics and Analyst Reports are available for stocks and funds.

Established in 1978, IBA is the oldest professional society devoted solely to the appraisal of closely held business and is a leader in business appraisal education.  The Institute of Business Appraisers is committed to providing the highest quality of service to our members in assisting them in a journey to professional excellence in the field of business appraisal.

As a Certified Business Appraiser (CBA) and member of the Institute of Business Appraisers (IBA), Compound Value Advisers enjoys an accreditation that denotes a level of competence attained only by the most accomplished business appraisers and is widely recognized within the appraisal community, the courts, and the IRS. Indeed, many IRS Valuation Engineers are CBAs.  The accredidation process is intensive and is subject to peer review and approval.  Ongoing continuing education is required to stay current with industry trends and changes taking shape in the appraisal field.