Greece, China, and the Fed

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From the Archives: Active Management vs. Indexing

Here we highlight selected original articles still relevant today

Blending Institutional Investment Research

with Boutique Client Service for over 25 Years

  • Customized investment management and strategy
  • Integrated wealth management and coordination
  • Institutional-caliber research process
  • Sophisticated service delivery, including online client portal and proprietary portfolio management system
Nonprofits, Foundations & Endowments
  • Investment policy derivation
  • Spending policy analysis
  • Risk/Return scenario modeling
  • Multi-asset class portfolio design
  • Guidance on board dynamics and donor relations
  • Fee-only structure, inclusive of all services
Institutional Clients & Consultants
  • Strategy-specific mandates in US Equities
  • Fundametrics Small Cap Value
  • Fundametrics Large Cap Value
  • Allow for potential tax savings
  • Ability for owners and employees to plan for future
  • One size does not fit all


July 18, 2015
Investment fraud is a crime that affects millions of people each year, with sometimes devastating consequences. Our senior population is most vulnerable. We'd like to share with you an editorial we wrote on the subject (recently published in the Atlanta Business Chronicle on July 15), as well as a...