What We Do
Investment Advisory Services
Who We Are
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How We Invest
Questions To Consider
Insights and Research
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?
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.