Learn more about our services, investment philosophy, portfolio design and fiduciary standards through the following position papers.

Fiduciary matters are matters of trust. In a world rife with corporate scandals, unethical trading and misleading sales practices, knowing where to place your trust can be difficult to discern. How do you equip yourself to recognize the proper level of advisory service? What measuring stick should you use? This paper offers guidelines while educating you about investment professionals who hold themselves to one of the highest standards of trust in the industry: that of a fiduciary.

Science has led to tremendous advances in areas from lifesaving medical breakthroughs to instantaneous communication. However, in the past, science has provided little influence on investing. Instead of keeping pace with advancements in modern portfolio theory and historical and statistical evidence, investors and money managers have relied on conventional wisdom and flawed assumptions. How can investors sort through the vast amount of available data to maximize after-tax return and minimize risk? This paper provides a framework called Evidence-Based Investing that offers investors optimal outcomes based on compelling scientific evidence.