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
Transparency
Is Smart Beta Smart?
March 5, 2021
Charlie Henneman, CFA and Preston McSwain
Smart beta sounds smart but is it?
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Don’t Get Sacked – Super Bowl Version LV
February 7, 2021
Preston McSwain
How are investing and the NFL similar?
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How to Actively Add Value
February 5, 2021
Joachim Klement, CFA and Preston McSwain
Maybe we just need to be more open – more transparent about our ability?
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Don’t Put Yourself in a Corner
November 2, 2020
Joachim Klement, CFA and Preston McSwain
Have A Margin of Certainty “If you are a smart and experienced investor you know there is always a ‘but’ somewhere.” – Joachim Klement, CFA “You
[…]
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Trillions of Influence
October 13, 2020
Preston McSwain and Elisabetta Basilico, PhD, CFA
Do investment influencers consistently add value?
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Relative Alpha®
January 10, 2020
Preston McSwain
An investment strategy that produces consistent Relative Alpha®.
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