People that know me know how much I respect Charley Ellis. His classic, “Winning the Loser’s Game, ” changed my whole perspective on investing. My popular metric, the Active Management Value Ratio, is based primarily on WLG.
Robin Powell has championed the movement behind evidence-based investing. His recent Interview with Charley is available on Robin’s terrific blog, “The Evidence Based Investor.” Do yourself a favor and read the interview and improve your financial security .
I am a securities and ERISA attorney. I hold CFP Board Emeritus™ status and I am an Accredited Wealth Management Advisor™. I provide fiduciary risk management consulting to 401k/430b plans, trustees, RIAs and other investment fiduciaries.
I am a 1977 graduate of Georgia State University and a 1981 graduate of the University of Notre Dame Law School. I am the author of "CommonSense InvestSense: The Power of the Informed Investor" and "The 401(k)/403(b) Investment Manual: What Plan Sponsors and Plan Participants REALLY Need To Know" I write two blogs, "CommonSense InvestSense, investsense.com, and "The Prudent Investment Fiduciary Rules, fiduciaryinvestsense.com.
As a former compliance director, I have extensive experience in evaluating the legal prudence of various types of investments, including mutual funds and annuities. My goal is to combine my legal and compliance experience in order to help educate investors and investment fiduciaries on sound, proven investment strategies that will help them protect their financial security and/or avoid unnecessary fiduciary liability exposure.
The Prudent Investment Fiduciary Rules 