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Professional Services
Overview
Securities Research Services
Document Retrieval Services
Alert Services

Professional Services

Overview

At GSI we know that our clients face significant demands on their time every day. That's why our Research Professionals are always available to help develop search statements, find difficult-to-locate documents, or provide an extra pair of hands to personally file documents at the SEC or any other federal agency on your behalf.

By integrating our services into your organization you'll benefit from reduced time, cost and hassle for all your research and retrieval needs. Plus, with Research Professionals available six days a week, you can be assured of an assistant who is completely dedicated to your research and reliable in all of these areas:

  • Securities Research Services
  • Document Retrieval Services
  • Alert Services
The key to our superior performance, reliability and customer satisfaction is a clear understanding of our clients’ needs. In fact, you'll find that Research Professionals are a valuable extension to any legal or financial staff.

To take advantage of any of our Professional Service offerings, e-mail us or give us a call today at 800.669.1154. We're available 24 hours a day, 7 days a week.

Securities Research Services

Hundreds of the largest legal and financial institutions worldwide have come to rely upon our research expertise every business day. Our skilled team is readily available with a simple phone call. And we're fast. Our Research Professionals can deliver results quicker than other available sources, saving you significant time and money.

We can help with a wide range of research projects ranging from developing search strings to complete histories on specific companies or individuals. Here are just a few examples of how we can help you.
  • Search Strings
    A combination of art and science, constructing precision search statements on LIVEDGAR or any sophisticated online service takes experience and expertise. Our Research Professionals are familiar with the terminology, structure and content of SEC documents, lending valuable timesaving familiarity to the research process.
  • Precedent Research
    There is no doubt that precedent research can be complex and time consuming. Needed language might be online, in the paper filings of an international company or buried in the Exhibits of a company's 10-K report. GSI provides special research services to uncover precedent for obscure points of law. If there is precedent, you can trust GSI to find it.
  • 144A Research
    With access to hard-to-find private offerings from the United States and over 110 countries, GSI lends significant expertise to international and private placement research.
  • Due Diligence/Compliance Research
    Our Research Professionals are well schooled in performing comprehensive background searches on companies, individuals or important SEC topics through access to official records and databases of securities agencies.
  • SEC Research
    Located literally a few steps from the SEC, Research Professionals travel back and forth throughout the day fulfilling the needs of clients requiring non-electronic SEC records.
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Document Retrieval Services

With an extensive listing of all SEC filings dating back to 1967 and source documents dating back to the 1970s, GSI offers the most comprehensive and cost-effective document retrieval service in the industry.

Research Professionals can locate any document or extract any exhibit, whether paper or electronic, filed at the SEC. In fact, our vast in-house collection of SEC documents enables us to offer expedited service on practically every document request. If we do not have the document you need on-site, we will take the necessary steps to find it. Plus we'll never charge you an archive or scanning fee for any of your document requests.

Add GSI's downtown Washington DC, and New York City locations to its in-house resources, and benefit from almost unlimited coverage for all of your document retrieval needs. Plus every request is fulfilled in a time frame to suit your needs, whether it is in mere hours or the next day.

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Alert Services

When you need up-to-the-minute information on any topic whether it is on specific SEC filings, court proceedings or legislative matters, GSI is on hand to help with its personalized Alert Services.

From the start of every project, you'll work directly with a Research Professional to define the parameters of the service required, and then we'll take it from there. Your dedicated Research Professional will monitor the specified topic and notify you via e-mail as soon as documents fitting the criteria become available. At every turn, you're assured on of an assistant who is committed to your research and completely reliable.

Having a virtual assistant to help monitor the latest information on any company, individual or topic is simple with Alert Services. In fact, there is no easier way to stay current on matters of importance to you.

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