Overview

We run what we describe as a tactical contrarian practice. We primarily use managed accounts utilizing stocks, CE, ETF, Mutual Funds, Alternatives (ranging from REITs, BDCs, Venture Capital, Private Equity, and Hedge Funds), and options. The partners have worked with many firms before settling where they are (Ameriprise Financial, Edward Jones, Thornburg, Merrill Lynch, and Dryfus to name a few). With our backgrounds being in commodities, wholesaling, and financial advisory services. We have an RIA where we run our managed accounts through, as well as our financial planning business. We currently have an estate attorney in house, and are looking to add a CPA and an independent insurance agent as well. We do keep focus on estate planning with our asset management as well using second to die life, LTC coverage's, and Supplemental Needs Trusts. Range of clientele is vast from many in the farm/ranch to the sophisticated surgeon practices of Fort Worth, College Station, and Houston, and your every day "Joe's."

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