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 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.
Solutions to Increase Trust – Simple But No Simpler
February 11, 2022
An idea that may put both the industry and investors in a better position to form stronger, more lasting partnerships.
Is Smart Beta Smart?
March 5, 2021
Charlie Henneman, CFA and Preston McSwain
Smart beta sounds smart but is it?
The Simple Alternative
February 19, 2021
Charlie Henneman, CFA, Sloane Ortel and Preston McSwain
Should we work harder on being simple?
Cash Flow – Nothing More
October 5, 2019
Preston McSwain and James Cornell
Considering that the industry is generally playing with other people’s money, should this old rhythmic verse by played over and over again?
Chicken Fried & Cold Beer On A Friday Night
February 19, 2016
Can investors learn a few things from a country song?