What We Do
Investment Advisory Services
Who We Are
Our Fiduciary Pledge
Values and Community
How We Invest
Our Investment Approach
Questions To Consider
Insights and Ideas
Don’t Get Sacked – Super Bowl Version LV
February 7, 2021
How are investing and the NFL similar?
What Needs to Change?
December 15, 2020
Tommi Johnsen, PhD and Preston McSwain
Do individual investors need to change and invest like endowments?
Is Bad For Business Sometimes Good?
July 9, 2015
Many traditional asset management firms are resisting change that will come if they are held to a true fiduciary standard.
Don’t Be A Sheep
May 27, 2015
Many otherwise rational adults act like herd animals when it comes to investing.
Say It Ain’t So, Joe
April 19, 2015
I fundamentally believe that people who work harder should have an advantage. But success in investing is about working smarter.
Is Trying to Pick Active Managers a Loser’s Game?
April 17, 2015
Simple solutions outperform many complex strategies without compromising simplicity, transparency, or peace of mind®.