What We Do
Investment Advisory Services
Who We Are
How We Invest
Our Fiduciary Pledge
Questions To Consider
Our Transparent Approach
Insights and Research
Conflicts of interest
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.
Ignoring Fees Doesn’t Beat the Market
August 21, 2017
A large investment firm recently claimed its funds beat the market 93% of the time. They didn't.
Trust and Fiduciary Services: Questions to Consider
May 9, 2017
Many firms don’t charge their clients for trustee, fiduciary, or planning services. In many cases, their clients get what they pay for.
Are Hedge Funds Prudent for Taxable Investors?
August 27, 2015
When you put fees and taxes together, you get a sense of just how skilled a hedge fund manager has to be to generate meaningful returns for a taxable investor.
July 18, 2015
Does Pavlov explain a great deal of the way Wall Street works?
Is Bad For Business Sometimes Good?
July 9, 2015
Many traditional asset management firms are resisting change that will come if they are held to a true fiduciary standard.