What We Do
Wealth Counseling
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Who We Are
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How We Invest
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Investment Approach
Questions To Consider
Our Transparent Approach
Insights and Research
Transparency
It’s All Greek to Me
November 11, 2021
Preston McSwain
Let’s just admit it. Even though we throw around Greek like we grew up in Athens, many in the business don’t always fully track what is being discussed.
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Stats About Statistics
August 13, 2021
Joachim Klement, CFA and Preston McSwain
Never be too sure about anything.
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Waving Banners – Have Some ESG Managers Lost Their Way?
July 13, 2021
Elisabetta Basilico, PhD, CFA, Charlie Henneman, CFA, Tommi Johnsen, PhD, Sloane Ortel and Preston McSwain
Do some ESG managers wave banners too much?
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ESG – Love the Market But Question the Pitch?
June 23, 2021
Sloane Ortel
Before investing in a ESG fund, ask a lot of questions and evaluate all options.
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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.
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Private Investment Questions and Issues to Consider
April 9, 2021
Preston McSwain
It is important to have a good team, a thoughtful process, constantly examine assumptions, and to maintain a disciplined, diversified, long-term plan.
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