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
Is This Different?
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®.
Do Index Funds Make Active Funds Better?
December 3, 2019
Elisabetta Basilico, PhD, CFA and Preston McSwain
Research suggests index investing makes active managers better.
October 14, 2019
Maneesh Shanbhag, CFA
With so much evidence against the use of forecasts, why do investors waste their time listening to them? Maybe the best investors don’t.
Are Selectors Good at Selecting?
September 27, 2019
Elisabetta Basilico, PhD, CFA
A large business exists on the premise that advisors can select the best of the best. The big question is whether “selectors” are good at “selecting.”