What We Do
Wealth Counseling
Investment Advisory Services
Who We Are
Our Team
Research Roundtable
How We Invest
Our Fiduciary Pledge
Investment Approach
Questions To Consider
Our Transparent Approach
Insights and Research
Investment Philosophy
Do You Need to Join the Endowment Club?
February 12, 2020
Preston McSwain
Do only only extraordinary circumstances justify deviation from a simple strategy?
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Relative Alpha®
January 10, 2020
Preston McSwain
An investment strategy that produces consistent Relative Alpha®.
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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.
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Fallible Forecasts?
October 14, 2019
Maneesh Shanbhag, CFA and Preston McSwain
With so much evidence against the use of forecasts, why do investors listen to them? Maybe the best investors don’t.
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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.”
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Are We Baking Portfolios with Bad Ingredients?
September 12, 2019
Preston McSwain and Tommi Johnsen, PhD
Just one mistake in the measurement of your ingredients and your bread can wind up with no bread-like qualities at all. Investing can be the same.
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