We conclude that the average endowment would have been better served by simply indexing to the passive 60/40 benchmark.

Faith-based eleemosynary and educational institutions today wish to reflect their institutional values in their portfolios.

We find evidence that some of the claimed benefits of private investing, as well as some of the returns reported, both by private investment firms and by endowments, are overstated.

We’re extremely excited to share that our Co-founder and Managing Partner James K. Dilworth has been recognized by WealthManagement.com as one of the publication’s Ten to Watch for 2022.

Industry leader Michael Kitces offers his latest column on what’s happening in #advisertech and why it all matters to Investment News.

Jim Dilworth, our Co-founder and Managing Partner, weighs in with thoughts to Financial Planning Magazine on significant news surrounding Franklin Templeton’s acquisition of O’Shaughnessy Asset Management.

Our Co-founder and Managing Partner, Jim Dilworth, offers his thoughts on Schwab piloting a direct indexing solution.

Direct indexing will only continue to gain recognition and help strengthen portfolios all while helping to improve portfolios for more investors.