What We Do
Investment Advisory Services
Who We Are
Our Fiduciary Pledge
Values and Community
How We Invest
Our Investment Approach
Questions To Consider
Insights and Ideas
What Needs to Change?
December 15, 2020
Tommi Johnsen, PhD and Preston McSwain
Do individual investors need to change and invest like endowments?
Trillions of Influence
October 13, 2020
Elisabetta Basilico, PhD, CFA and Preston McSwain
What people buy and sell can be influenced by prominent figures. Social media calls these people influencers. The influencers of the investment world tend to be
March 11, 2020
An update on steps we take to prepare for potential business disruptions such as ones that might occur due to COVID-19.
What Should Investors Do?
February 26, 2020
Nothing is different related to the long-term effectiveness of simple diversified plans.
Do You Need to Join the Endowment Club?
February 12, 2020
Do only only extraordinary circumstances justify deviation from a simple strategy?
January 10, 2020
An investment strategy that produces consistent Relative Alpha®.