Overview

We are a fee-only RIA with the capacity to purchase or provide succession planning to other firms. We're actively looking to bring on a younger Lead Advisor in the Houston area to transition a $50mm book of business we acquired in 2020. We specialize in public and private investment management and thorough financial planning for high net-worth households, foundations, and corporate retirement plans. We currently have on staff the following credentials: 2 CFAs, 6 CFPs, 1 CAIA, and 2 MBAs. We are interested in expanding into other Texas markets, preferably Houston first then Austin. We invest heavily in technology to improve back-office operational efficiency, to maintain timely client communication and to increase our service offerings. We believe our firm model is highly scalable and well-positioned for future growth.

Market
RIA
Last Activity
this week

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