What We Do
Investment Advisory Services
Who We Are
How We Invest
Our Fiduciary Pledge
Questions To Consider
Our Transparent Approach
Insights and Research
Insights and Ideas
The Road Less Traveled – Simple Alternatives
March 4, 2023
Ryan Larson, CFA, CAIA and Preston McSwain
What may be thought of as a different type of edge – a simple investment alternative.
Is Top Manager Performance A Random Walk?
January 27, 2023
Charlie Henneman, CFA and Preston McSwain
What the data says at the 50th anniversary of Malkiel's Random Walk Down Wall Street.
Questioning the Illiquidity Premium
January 14, 2023
Tommi Johnsen, PhD and Preston McSwain
Should investors discount the possibility of an illiquidity premium – potentially significantly?
Staying Disciplined and Avoiding Unforced Errors
January 11, 2023
The track records of many successful professionals can be attributed to keeping it simple and avoiding unforced errors
Still Keeping A Steady Hand
October 7, 2022
Every year over the past 10 years we have written a similar letter.
Smaller Is Better
August 29, 2022
Elisabetta Basilico, PhD, CFA and Preston McSwain
Bigger is not better in the money management business and the larger you are as an investor, the harder it is to allocate in a manner that keeps managers small.