What We Do
Investment Advisory Services
Who We Are
How We Invest
Our Fiduciary Pledge
Questions To Consider
Our Transparent Approach
Insights and Research
Still Keeping A Steady Hand
October 7, 2022
Every year over the past 10 years we have written a similar letter.
What To Do About Inversions
April 3, 2022
Elisabetta Basilico, PhD, CFA and Preston McSwain
It is not easy and requires a lot of active discipline and fortitude.
Perspectives of a Trillion Dollar Investor – Our Conversation with Richard Ennis
January 26, 2022
Preston McSwain and Charlie Henneman, CFA
Reviewing what the data says and letting the chips fall where they may.
Is Smart Beta Smart?
March 5, 2021
Charlie Henneman, CFA and Preston McSwain
Smart beta sounds smart but is it?
Don’t Get Sacked – Super Bowl Version LV
February 7, 2021
How are investing and the NFL similar?
How to Actively Add Value
February 5, 2021
Joachim Klement, CFA and Preston McSwain
Maybe we just need to be more open – more transparent about our ability?