What We Do
Investment Advisory Services
Who We Are
Our Fiduciary Pledge
How We Invest
Questions To Consider
Insights and Research
Insights and Ideas
Solutions to Increase Trust – Simple But No Simpler
February 11, 2022
An idea that may put both the industry and investors in a better position to form stronger, more lasting partnerships.
Perspectives of a Trillion Dollar Investor – Our Conversation with Richard Ennis
January 26, 2022
Charlie Henneman, CFA and Preston McSwain
Reviewing what the data says and letting the chips fall where they may.
Trillions – Our Talk With Robin Wigglesworth About Index Funds
January 4, 2022
It seems like we have been continuing to have the same debates over and over for almost 100 years.
Should We Be Tactical?
December 20, 2021
Elisabetta Basilico, PhD, CFA and Preston McSwain
We should be open and humble about our tactical ability to add value.
It’s All Greek to Me
November 11, 2021
Let’s just admit it. Even though we throw around Greek like we grew up in Athens, many in the business don’t always fully track what is being discussed.
The Same Thing – Over and Over
October 11, 2021
The best long-term strategy is to stick to your long-term strategy.