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
Q3 2026 Market Commentary
Global equity markets posted more modest, but still positive returns in the third quarter. The Iran War stalemate continued, with oil prices climbing back above $100 during the quarter. The stalemate is expected to continue through the US midterm elections. More oil tankers left the Strait of Hormuz under escort, but countries were still drawing... Read More >
