What We Do
Investment Advisory Services
Who We Are
How We Invest
Our Fiduciary Pledge
Questions To Consider
Our Transparent Approach
Insights and Research
July 3, 2021
Charlie Henneman, CFA
Is our industry is full of people famous for being right once in a row?
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?
The Simple Alternative
February 19, 2021
Charlie Henneman, CFA, Sloane Ortel and Preston McSwain
Should we work harder on being simple?
Don’t Get Sacked – Super Bowl Version LV
February 7, 2021
How are investing and the NFL similar?