The research engine behind exceptional advisors

Your clients deserve a resilient investment process.

We develop innovative research solutions for independent advisors — combining cross asset expertise, AI-enhanced analytics, and time-tested investment principles to support your portfolio construction process.

Partner With Us Learn how we work →

What We Do

The infrastructure behind your advice

Baritone Research is an independent investment research and model strategy provider. We work behind the scenes — giving independent advisors access to institutional-grade portfolio construction, research, and ongoing analytical support.

Our process is disciplined, repeatable, and built to hold up across market cycles. We handle the research engine. You own the client relationship.

Live Research Pipeline

Macro regime assessmentUpdated

Asset allocation updateReviewed

Securities screening and analysisRunning

Risk overlay — FX & tail risk checkPending

Advisor communications draftPending

For Advisors

Built to make your practice stronger

Baritone partners with independent advisors committed to delivering exceptional client outcomes. As an extension of your practice, we provide the research backbone that supports confident portfolio construction decisions.

Portfolio Construction

We support advisors through the full portfolio construction process — from asset allocation and macro positioning to factor exposures, risk management, and currency considerations.

Sleeve-Based Strategy Models

Our strategy models are designed to slot directly into your portfolio construction process — use them individually or combine them to build complete, risk-aware multi-asset portfolios.

Research & Ongoing Guidance

Advisors receive regular research communications, positioning updates, and analytical support — so your client conversations are always grounded in current, rigorous thinking.

Our Process

Disciplined.
Repeatable.
Built to last.

We approach markets with humility — acknowledging the limits of prediction in complex global systems. Our process is built on five integrated research dimensions, designed to inform structured, adaptable model strategies across all market environments.

Macro Research

Top-down analysis of global economic conditions, policy dynamics, and market cycles

Asset Allocation

Rigorous framework for positioning across asset classes, geographies, and risk factors

Securities Analysis

Fundamental and quantitative evaluation of individual securities across equities and fixed income

Manager Due Diligence

Rigorous due diligence on external managers and investment vehicles where applicable

Risk Oversight

Continuous portfolio-level risk monitoring with emphasis on downside protection and tail risk management

AI‑Enhanced

Human judgment + machine intelligence

Our team integrates advanced machine learning techniques with hands-on capital markets expertise. We use AI to efficiently process large datasets, identify non-linear relationships, and surface insights that traditional analysis may miss — particularly valuable for shorter, tactical investment horizons. Human judgment remains central. Technology strengthens the process. It never replaces it.

Strategy Models

The building blocks for portfolio construction

A diversified suite of sleeve strategies spanning global equities, fixed income, and risk overlays. Designed to support flexible multi-asset implementation within your advisory practice.

Canadian Equities

Canadian Dividend Advantage

Targets attractively-valued Canadian companies with above-average dividend yields across the capitalization range.

U.S. Equities

U.S. Shareholder Yield

Targeting U.S. companies generating above-average shareholder yield through dividends and share buybacks.

Global Equities

Global Select Leaders

Seeks industry-leading global companies with strong fundamentals trading at reasonable valuations.

Core Fixed Income

Canadian Core Bond

High quality investment-grade exposure to Canadian corporate and government-related bonds.

Multi-Asset Income

Global Enhanced Income

Flexible income strategy with exposure to high yield bonds, preferred shares, and option-writing strategies.

Currency Management

Currency Managed Growth

Global equity exposure with adaptive currency hedging on U.S. and international currencies.

Tail Risk Protection

Tail Risk Managed

Structured option exposures providing upside market capture with protection from extreme market events.

Leadership

The Leadership Team

Baritone Research is led by senior investment professionals with decades of institutional experience.

CFA · CMT

Yoonjai Shin

Founder & CEO

Yoonjai leads Baritone's investment research and strategy development. With more than two decades of experience, he designs disciplined frameworks across equities, income, and risk overlay strategies, integrating data science with time-tested investment principles. Previously, he was a VP and Portfolio Manager at CI Global Asset Management, where he co-managed more than $35 billion in multi-asset mandates, helping to drive industry recognition and the modernization of the multi-asset platform. He is a Registered Portfolio Manager; registration is held through a Canadian registered dealer.

CFP · CIM

Ted Brown

Managing Partner

Ted brings more than 20 years of experience in financial planning and portfolio management, with deep expertise in portfolio construction, client risk management, and the implementation of advanced investment frameworks within advisory practices. His career spans Edward Jones, RBC Dominion Securities, and the Bank of Montreal, with international experience across Beijing, Taipei, and London — shaping a global perspective on markets and disciplined execution. He is an Associate Portfolio Manager; registration is held through a Canadian registered dealer.

Baritone Research is governed by a five-member board of directors.

Get In Touch

Ready to explore a partnership?

Emailinfo@baritoneresearch.com

Head Office2 Bloor Street West, Suite 700
Toronto, ON M4W 3E2

Registered Office638 Smithe Street, Suite 300
Vancouver, BC V6B 1E3