Pioneers in a changing world.
We Wrote the Book
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 in 1990, 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.
Thought Leadership
For over 25 years, our advisors have spoken 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.
Our speaking engagements fulfill part of our larger mission to contribute to the profession by advancing the art and science of portfolio design and management. Both the book, Asset Allocation: Balancing Financial Risk, and these talks serve this purpose. It is very satisfying, as we look back over the life of our organization, to consider the broad and lasting contribution our work has made to the investment profession.
Fiduciary Trailblazers
Throughout our history, we have committed ourselves to the highest standards of fiduciary responsibility.
We receive fees solely from our clients, which enables us to recommend, without any potential conflicts of interest, an appropriate mix of investments for implementing portfolio strategies. Our founder, Roger Gibson, co-founded the Center for Fiduciary Studies (now Fi360) in 1998 and is a co-founder and past chairman of the Committee for the Fiduciary Standard. The committee drafted the Fiduciary Pledge we send to clients and lobbied members of Congress and regulators to adopt a universal Fiduciary Standard.
Among our staff, we have four individuals who hold the Accredited Investment Fiduciary (AIF®) designation and five individuals who hold the Chartered Financial Analyst (CFA) designation, which has at its core the same fiduciary standards of care.