We serve clients across Texas and the US and help give them peace of mind, knowing that we are taking care of their money with the same concern that they would themselves.
When you trust a pilot to fly a plane you expect him to do the actual flying. In the same way, your investment manager should be piloting your retirement portfolio. With our fee-only portfolio management we manage your investments personally, not outsourcing the risk management.
In order to provide the greatest results, we focus on understanding the needs, goals, and concerns of our clients. It is the only way to ensure that we are working towards the same destination.
In order to take care in managing our client’s investments, it is crucial to stay on top of changes in the market. We track a wide variety of investment instruments with attention to detail and a keen eye on risk and opportunity.
Our accounts are on deposit with the Fidelity Institutional Wealth Services platform (IWS). This offers you efficient, low-cost executions and funds held in custodial accounts. Click to learn more about the custodial safeguarding of client assets.
A wise investment manager knows that he or she cannot predict the future. Understanding and adapting to risk in the economy and the markets is one of the keys to successful investment management. In this way we prepare our investment strategies and invest accordingly, mitigating specific and systematic risk in every portfolio, not just for conservative investors.
Based on the strategy formulated we will diversify your investments to take advantage of the benefits of many different asset classes, sectors, and geographic locations. More than just a pre-fabricated asset allocation model, our clients receive a customized portfolio with many instruments working together.
Minimizing exposure to taxes and costs is always in mind.
Income is important to more than just bond investors. We may utilize instruments that offer both equity growth and income to improve our clients probability for returns.