The Classroom

We believe strongly that education can improve long-term investment success.

The investment world can be confusing and intimidating. We all should have received a course in school about investing to help us understand it better. Most of us never did.

So we created our own “continuing education course” for investors that explores:

  • the fundamentals of investing (offers advice on “how-to” and “how-not-to”)
  • the investment landscape (provides context for investment decisions)
  • the behavioral aspects of investing (the goal is control and confidence)

The information provided is:

  • clear and concise—anyone can understand it
  • objective—the goal is to educate, not sell
  • in both written and video form—people learn in different ways

We hope you find The Classroom useful and informative. If you do, please come back and visit us again. We add new lessons on a regular basis.

See our Position Paper, “Can a Robot Be a Fiduciary?”


Investor Education Series Introduction

May 3, 2016

Make It Personal, Investor Education Series

May 3, 2016

Understanding Risk-Investor Education Series

May 3, 2016

The Forum

We believe strongly that good communication is the foundation of good relationships. The following information will help you understand who we are and how we see the world.


May 10, 2016 |

How we turned a collection of groundbreaking ideas into a client-focused investment management firm.


January 4, 2013 | Financial Advisor

Academic studies about active managers don’t pass the “real world” test.

Articles By Us

October 4, 2010 | Financial Advisor

Every advisor who provides personalized financial advice should be subject to the fiduciary standard.

Articles By Us

December 1, 2004 | ThinkAdvisor

There’s a new approach to building portfolios that helps allay clients’ fears.

Articles By Us