Overview

We currently manage just over $50 million for 25 families mostly in the Houston area. All assets are with full discretion, in a very individualized portfolio, ranging from aggressive primarily public equity to ultraconservative all high quality fixed income. We have never done any marketing of any kind and have just used word-of-mouth referrals to grow since inception in 1998. We have been stagnant for about three years and want to consider acquisitions and need help.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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