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
Do The Kingmakers Have Clothes?
April 19, 2021
Elisabetta Basilico, PhD, CFA and Preston McSwain
Do investment manager selection kingmakers have any clothes? We will let you make your own conclusions.
Private Investment Questions and Issues to Consider
April 9, 2021
It is important to have a good team, a thoughtful process, constantly examine assumptions, and to maintain a disciplined, diversified, long-term plan.
Is Smart Beta Smart?
March 5, 2021
Charlie Henneman, CFA and Preston McSwain
Smart beta sounds smart but is it?
How to Actively Add Value
February 5, 2021
Joachim Klement, CFA and Preston McSwain
Maybe we just need to be more open – more transparent about our ability?
What Should Investors Do?
March 20, 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?