Warburton Capital Management

Solutions for your wealth management needs in Tulsa.

“Why Do I Own Bonds Again?”

By Warburton Capital | August 24, 2018 | 0 Comment

Rocky Mountain Vista

Warburton Capital Management “Why Do I Own Bonds Again?” So… a buddy walks in and wants to grab a cup of coffee because he’s got some questions about the Bonds in his portfolio. At the first sound of the word “coffee,” we were happy to oblige. (If you’ve been in our office recently, you’ll understand […]

Continue Reading

Capturing the Market Rate of Return

By Warburton Capital | July 12, 2018 | 0 Comment

About Your Health header image

Warburton Capital Mangement Capturing the Market Rate of Return So…a buddy walks in!  This time our buddy has been reading a lot about ‘how the markets work’ and he has, terrifically, gained appreciation for Capturing The Market Rate Of Return! My buddy is going on and on about how ‘Stock Pickers Have A One Out […]

Continue Reading

“Alarmist” or “Matter of Fact?”

By Warburton Capital | June 19, 2018 | 0 Comment

About Your Health header image

Warburton Capital Management “Alarmist” or “Matter of Fact?” So…I’m all excited about another day of Wealth Management…and a buddy walks in!  This time it happens to be my buddy Michael Zhuang.  Michael is a Financial Advisor who lives with his wife and children in Bethesda, Maryland.  Michael is a mainland China native who came to […]

Continue Reading

Jon Viets Elected to Board Of Directors

By Warburton Capital | April 20, 2018 | 0 Comment

Independent Advice header graphic

We Are Pleased To Announce That Jon Viets Has Been Elected To Our Board Of Directors Tom Warburton, CEO of Warburton Capital, has announced the election of Jon R. Viets to our Board of Directors. “Jon has served as our General Counsel since the inception of our firm and we are very pleased to welcome […]

Continue Reading

Behavioral Biases – What Makes Your Brain Trick?

By Warburton Capital | March 26, 2018 | 0 Comment

Warburton Capital’s Evidence-Based Investent Insights Behavioral Biases – What Makes Your Brain Trick? Installment Twelve So, a buddy comes in.  The entertainment of the day for our recently retired buddy had been CNBC – or ‘Financial Pornography’ as we characterize it.  Having ‘Drunk The Kool-Aid’ our buddy was now convinced the Government Shutdown was going […]

Continue Reading

The Human Factor in Evidence-Based Wealth Management

By Warburton Capital | | 0 Comment

Warburton Capital’s Evidence-Base Investment Insights The Human Factor in Evidence-Based Wealth Management Installment Eleven So a buddy came in muttering “bitcoin…bitcoin…bitcoin”.  Our buddy was kicking himself in the behind because he hadn’t loaded up on Bitcoin in 2009 when Kristoffer Koch – who was writing a thesis on encryption – bought 5,000 bitcoins for $27.00.  […]

Continue Reading

The Factors That Figure In An Evidence-Based Portfolio

By Warburton Capital | March 19, 2018 | 0 Comment

Warburton Capital’s Evidence-Base Investment Insights The Factors That Figure In An Evidence-Based Portfolio Installment Nine Last week a buddy came in to share an exotic tactic ‘guaranteed by him’ to generate out-sized returns.  It was pretty cool and involved ‘Shorting Venezuelan Bovine Futures’ while ‘Going Long Russian Rubles’.  As regards ‘exotic’ this pretty much sets […]

Continue Reading

The Essence of Evidence-Based Investing

By Warburton Capital | | 0 Comment

Warburton Capital’s Evidence-Based Investment Insights The Essence of Evidence-Based Investing Installment Eight Last week a buddy visited us to review his long-term plan.  He had been seduced by an advertisement for a mutual fund that was “ranked highest in its peer group” for performance.  The fund has only been around for two years but, apparently, […]

Continue Reading

What Drives Market Returns

By Warburton Capital | | 0 Comment

Warburton Capital’s Evidence-Based Investment Insights What Drives Market Returns Installment Seven So last week we had two different potential clients referred to us by current clients (we always appreciate referrals of friends and family members of current clients!) and both of these couples had sold all of their holdings in their IRAs and were holding […]

Continue Reading

Exciting Announcement: Blue Sky Bank!

By Warburton Capital | October 24, 2017 | 0 Comment

Independent Advice

Dear Friends, I wanted you to be among the first to know about an exciting new development at our firm. We are proud to announce a new alliance with Blue Sky Bank, which has acquired a minority ownership interest in Warburton Capital Management! Founded in 1905, Blue Sky Bank has $225 Million in assets and […]

Continue Reading