What We Do
Investment Advisory Services
Who We Are
How We Invest
Our Fiduciary Pledge
Questions To Consider
Our Transparent Approach
Insights and Research
The Road Less Traveled – Simple Alternatives
March 4, 2023
Preston McSwain and Ryan Larson, CFA, CAIA
What may be thought of as a different type of edge – a simple investment alternative.
Is Top Manager Performance A Random Walk?
January 27, 2023
Charlie Henneman, CFA and Preston McSwain
What the data says at the 50th anniversary of Malkiel's Random Walk Down Wall Street.
The Simple Alternative – Keeps On Winning
March 14, 2022
Mitch Bollinger, CFA, CAIA, Charlie Henneman, CFA and Preston McSwain
The evidence continues to suggest that we should work harder on being simple.
Trillions – Our Talk With Robin Wigglesworth About Index Funds
January 4, 2022
It seems like we have been continuing to have the same debates over and over for almost 100 years.
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 on being simple?