What We Do
Investment Advisory Services
Who We Are
Our Fiduciary Pledge
How We Invest
Questions To Consider
Insights and Research
The Simple Alternative
February 19, 2021
Charlie Henneman, CFA, Sloane Ortel and Preston McSwain
Should we work harder on being simple?
December 20, 2019
When comparing different types of investments, check to make sure apples are not oranges.
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.
The Triumph of Hope Over Experience?
November 1, 2019
Before investing more in Venture Capital and Private Equity, would investors be wise to spend more time on reports like these?
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.”
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.