As part of our investment process, we have written a number of research oriented white papers and topic oriented commentaries. They reflect our thinking and how we select investments and manage client accounts.
General
- Investment Philosophy
- Investment Management: What Do We Do?
- Pictures of Risk and Return
- Investment Management Process
- Investment Expenses
Theory
Investment Selection
Investment Consulting Team
Jim White
Chairman
Goodloe White, CFA
President
Investment Consulting Insights
Q4 2025 Market Commentary
Overview The US government shut down on October 1st and remained closed until November 12th. The shutdown affected the release of economic data, including key surveys needed to calculate inflation. Despite this, markets reacted more to tariff announcements and continued their upward path consistent with strong corporate earnings growth. Consumer sentiment has not increased with... Read More >
