Advancing the art and science of asset allocation.
Media Requests and Speaking Engagements
For nearly 30 years, our advisors have been in demand to speak to audiences about investment portfolio design, asset allocation, modern portfolio theory, and investor psychology. The vast majority of these engagements are for professional audiences of money managers, investment advisors, financial advisors, accountants, and attorneys. To interview one of our advisors for your publication or to book them for your event, please click here.
Balancing Financial Risk
Roger Gibson is perhaps best known as the author of the investment classic Asset Allocation: Balancing Financial Risk. While the concept and theory of asset allocation were not new, Roger’s book was the first written on the subject. The book bridges the gap between modern portfolio theory and the real-life investment decisions clients and their advisors must make. Praised by the financial profession, Asset Allocation is written for a wide audience of investors, financial advisors, and teachers.
- To read the jacket copy from Asset Allocation, please click here.
- To read professional endorsements for the book, please click here.
- To order a copy, please click here.
- For volume discounts, please click here.
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