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
Our Investment Approach
Questions To Consider
Insights and Ideas
Contact Us
CFA Institute
Private Equity Access: Do We Need More or Should We Beware?
June 25, 2019
Preston McSwain
Do more investors need access to private investments or should we beware?
Read More
Persistence That Just Ain’t So?
November 12, 2018
Preston McSwain
It’s always wise to question bold presentations, especially when they suggest the future will be like the past.
Read More
Where Are Fees and Expenses Not Costs?
January 22, 2018
Preston McSwain
Generally accepted or not - Fees and expenses are costs
Read More
Private Presentations: Are Some Tall Tales?
October 30, 2017
Preston McSwain
Private equity internal rate of return (IRR) and volatility calculations can sometimes be misleading.
Read More
Ignoring Fees Doesn’t Beat the Market
August 21, 2017
Preston McSwain
A large investment firm recently claimed its funds beat the market 93% of the time. They didn't.
Read More
Trust and Fiduciary Services: Questions to Consider
May 9, 2017
Preston McSwain
Many firms don’t charge their clients for trustee, fiduciary, or planning services. In many cases, their clients get what they pay for.
Read More