What We Do
Investment Advisory Services
Who We Are
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How We Invest
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Questions To Consider
Insights and Ideas
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?
Trillions of Influence
October 13, 2020
Elisabetta Basilico, PhD, CFA and Preston McSwain
Research Roundtable Publication What people buy and sell can be influenced by prominent figures. Social media calls these people influencers. The influencers of the investment world
October 14, 2019
Maneesh Shanbhag, CFA and Preston McSwain
With so much evidence against the use of forecasts, why do investors listen to them? Maybe the best investors don’t.
Every Day 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.