You Can Keep It Simple

Simple portfolios continue to consistently outperform top endowments.
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How Can Trustees Be Prudently Passive?

It’s not enough to follow someone’s advice to invest in index funds. Actual passivity contradicts the trustee’s duty to act as a prudent fiduciary. Passive investment products are potentially as complex as any other, and prudence demands careful evaluation.
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Say It Ain’t So, Joe

For many of us who have been in the industry for many years, the evidence is hard to take.
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Crucial Elements in Wealth Management: Simplicity and Transparency

More than products or models, financial advice is about helping clients reach their goals.
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How to Do Better When Investing for Trusts and UHNW Individuals?

Resist the temptation to invest like endowments, and keep it simple.
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Can I Do Better?

Does “more institutional” with more “alternatives, ” such as hedge funds, mean better? I don’t think so.
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