Overview

Family-owned, independent advisor/money manager in South Texas with approximately $150MM AUM/100 accounts/50 households and specialize in prioritizing risk management in the construction of investment portfolios. We seek to serve as a succession plan for an adviser with a similar investment style and equal/larger average/median account size wishing to be bought out over time. We run 4 strategies: large cap value equity, global momentum equity, high quality fixed income, and active tactical. We do all our own research and mostly use individual securities, though ETFs are used in the global momentum and active tactical strategies. Most accounts blend a selection or all of these strategies.

Market
RIA
Last Activity
2 weeks

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