Category: Investing

Conventional investment wisdom suggests that smart people, working diligently and informing themselves with the latest information, can pick undervalued stocks and time the market. Our evidence-based approach and fully transparent investment philosophy recognizes that the hardest work in investing is often emotional and that investor behavior can be the primary determinant of long-term returns.

  • Josh Kommer
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  • Christopher M. Meyer
  • Will B. Lundstrom
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  • Ryan J. Klekar
  • Scott Keller
  • Conor Feldmann
  • Steve Condon
  • Guy M. Clanton
  • Michael J. Chasnoff
  • Christine L. Carleton
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  • Family Office
  • Institutional Investing
  • Private Investments

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Christopher M. Meyer
Christopher M. Meyer   August 21, 2023
IV: Recognizing the Challenges Confronting Investment Committees
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Christopher M. Meyer
Christopher M. Meyer   July 14, 2023
III: Effective Investment Processes
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Christopher M. Meyer
Christopher M. Meyer   June 22, 2023
II: Assembling an Investment Committee
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Josh Kommer
Josh Kommer   March 27, 2023
Are Private Investments Right For You?
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Christopher M. Meyer
Christopher M. Meyer   March 23, 2023
I: Understanding the Roles & Responsibilities of a Board
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Scott Keller
Scott Keller   March 13, 2023
Navigating the Banking Crisis: What You Need to Know
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