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Get to know Ockham Research

Ockham Research is an independent financial research publisher focused on providing individual investors with institutional-quality, unbiased fundamental analysis of stocks. Founded with the mission to level the playing field for retail investors, the company utilizes a proprietary valuation methodology to rate stocks as Undervalued, Overvalued, or Fairly Valued. After being acquired in 2013 and relaunching in 2014, Ockham continues to offer subscription-based access to its detailed analysis reports and portfolio management tools, positioning itself as a publisher and not a registered investment adviser.

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Ockham Research

United States

Founded in

01 Mar 2006 (20 Years)

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Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

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