Safe Is The New Risky… And Risky Is Still Risky
With equity markets trading close to their all-time highs it would be easy to assume that most stocks in the S&P 500 are...
09 July, 2018
Investing Insights
Three Lessons Traders Can Learn from Investors
We’re proud to say that our Director of Investments, Todd Jones (CAIA), was recently quoted in the Forbes article “3 Lessons Traders Can Learn from...
06 April, 2018
Is Bitcoin Safe to Invest In?
The Bitcoin investing craze has created much controversy among “traditional investors." Do cryptocurrencies have a future as an investment vehicle?...
21 February, 2018
Another Day of Wild Market Swings: Should You Be Worried?
The Dow Jones Industrial Average dropped another 1,000 points on Thursday after a week of sharp dips and brief, sporadic rebounds. So should...
09 February, 2018
Market Update: February 2018
Activity in global equities over the past three trading sessions (February 2nd, 5th, and 6th) is allegorical to forest fires, seeing steep daily...
07 February, 2018
Private Equity Due Diligence: An Art and a Science
Patrick Nolan, CAIA, Portfolio Manager - Private Markets — At Gratus Capital, my role includes sourcing and screening investments, conducting due diligence, negotiating...
15 December, 2017
Alternative Investments: Are they right for you?
Not so long ago, only the ultra-wealthy and large institutions such as banks and public pensions had access to alternative investment opportunities. Today,...
10 October, 2017
Why Alternatives Make Sense in a Portfolio: August 2017 Edition
When one considers Dennis Rodman, what typically comes to mind are his off-court exploits - most notably his trips to the communist state...
15 August, 2017
Is Your Financial Portfolio Tax Efficient?
Most financial advisors advocate maximizing employer-sponsored 401(k) accounts or municipal 403(b)s. Generally, we agree. However, you could be missing out on tax savings...
18 July, 2017
Investing In An Era Where Price Is Irrelevant
Most investors think quality, as opposed to price, is the determinant of whether something is risky. But high-quality assets can be risky, and...
12 June, 2017