What We Do
Investment Advisory Services
Who We Are
Our Fiduciary Pledge
Values and Community
How We Invest
Our Investment Approach
Questions To Consider
Insights and Ideas
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.”
Outperformance in Down Markets 100% of the Time?
January 4, 2019
How could an investor have outperformed 100% of the time in the longest bear markets?
Say It Ain’t So, Joe
June 15, 2017
For many of us who have been in the industry for many years, the idea that so-called passive investing outperforms is hard to take.