Welcome to the
HUB
Your hub for institutional-grade insights, research, and thought leadership built to empower modern advisory practices.
CHANNELS
Market and Investment Insights:
Original perspectives from Scott and the investment team.
Research & Analysis
Deeper thinking behind the investment decisions and questions we’re exploring.
In Practice
Practical ideas advisors can apply to their practices and client conversations.
Office Hours: Coming January 2027
Ongoing conversations with the Scott and members of our broader investment network.
FEATURED ARTICLES
& VIDEOS
Rearranging Deck Chairs: The Industry's Obsession with 60/40
A long-standing industry default, the 60/40 portfolio is less the product of regoros theory or innovation than a convenient historical shortcut – one that persists today largely due to inertia rather than evidence.
VIDEO CENTER
Short, quick-hitting video briefings from our investment team—designed for clarity and context.
Weekly Market Insight, Designed for Advisors
Thoughtful analysis, forward-looking outlooks, and tactical perspective—delivered weekly by our investment leadership team.
WEBINARS
The Office of the CIO webinars bring independent advisors timely investment perspectives, in-depth research, and practical insights to inform portfolio decisions and client conversations. From market developments and portfolio strategy to emerging opportunities and conversations with specialized investment partners, each session offers a closer look at the thinking behind our approach—and how it can support your practice.
COMING JANUARY 2027
What could an investment office do for your business?
You don’t have to build an investment office yourself.
The Office of the CIO brings together institutional investment thinking, specialized expertise, research, and infrastructure—built around the way you work.
Let’s find out.