What We Do
Investment Advisory Services
Who We Are
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Values and Community
How We Invest
Our Investment Approach
Questions To Consider
Insights and Ideas
July 3, 2021
Charlie Henneman, CFA
Is our industry is full of people famous for being right once in a row?
The Simple Alternative
February 19, 2021
Charlie Henneman, CFA, Sloane Ortel and Preston McSwain
Should we work harder to on being simple?
Do You Need to Join the Endowment Club?
February 12, 2020
Do only only extraordinary circumstances justify deviation from a simple strategy?
January 10, 2020
An investment strategy that produces consistent Relative Alpha®.
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.
Are Selectors Good at Selecting?
September 27, 2019
Elisabetta Basilico, PhD, CFA
A large business exists on the premise that advisors can select the best of the best. The big question is whether “selectors” are good at “selecting.”