Drawing from numerous academic studies and Nobel-prize winning research, and blending it with simple sketches and charts to capture the essence of evidence-based investing, we have drafted a white paper specifically for those CAT executives and managers ready to approach wealth management as a science of controlled risks, broad diversification, and rigorous discipline. 

You might be surprised in discovering that the strategy we champion is one common to all successful ventures, be it simply investing or running a Fortune 50 company. It is a strategy of common sense, a holistic practice centered on complete information, honest analysis, and deliberate action. At the intersection of these tenets resides the prudent investor. Consider our white paper, then, as a road map to prudent investing.

The white paper can be found in its entirety by clicking the following:

pdfCat White Paper5.32 MB

Additional Resources

pdfComplexity vs. Simplicity385.11 KB

pdfEducated Investor Choosing a Trusted Advisor72.06 KB

pdfEducation Essential142.83 KB

pdfFiduciary Oath Individual25.73 KB

pdfInvestment Methodology White Paper 07 2016373.03 KB

pdfKitces The Value of Financial Advice Quantified582.95 KB