What We Do
Our Services
Wealth Counseling
Investment Advisory Services
Family Governance
Who We Are
Our Professionals
Research Roundtable
Our Values
Our Fiduciary Pledge
Values and Community
How We Invest
Investment Approach
Questions To Consider
Contact Us
Insights and Ideas
Active Management
What To Do About Inversions
April 3, 2022
Elisabetta Basilico, PhD, CFA and Preston McSwain
It is not easy and requires a lot of active discipline and fortitude.
Read More
Perspectives of a Trillion Dollar Investor – Our Conversation with Richard Ennis
January 26, 2022
Charlie Henneman, CFA and Preston McSwain
Reviewing what the data says and letting the chips fall where they may.
Read More
Once Famous?
July 3, 2021
Charlie Henneman, CFA
Is our industry is full of people famous for being right once in a row?
Read More
Trillions of Influence
October 13, 2020
Elisabetta Basilico, PhD, CFA and Preston McSwain
Research Roundtable Publication What people buy and sell can be influenced by prominent figures. Social media calls these people influencers. The influencers of the investment world
[…]
Read More
Relative Alpha®
January 10, 2020
Preston McSwain
An investment strategy that produces consistent Relative Alpha®.
Read More
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.
Read More
1
2
3
Next page