What We Do
Investment Advisory Services
Who We Are
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Questions To Consider
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Insights and Research
Trillions of Influence
October 13, 2020
Preston McSwain and Elisabetta Basilico, PhD, CFA
Do investment influencers consistently add value?
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.
The Triumph of Hope Over Experience?
November 1, 2019
Before investing more in Venture Capital and Private Equity, would investors be wise to spend more time on reports like these?
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.”
Every Year Can Not Be Good
September 15, 2019
Conditions are often out of our control and can change rapidly. Be prepared and stay broadly diversified. Don’t reach for returns.
Are We Baking Portfolios with Bad Ingredients?
September 12, 2019
Preston McSwain and Tommi Johnsen, PhD
Just one mistake in the measurement of your ingredients and your bread can wind up with no bread-like qualities at all. Investing can be the same.