As a complement to our traditional proprietary investment strategies, we periodically offer our clients opportunities to participate in selected long-term private equity funds managed by our strategic private equity partners. We employ a comprehensive due diligence process for selection and retention of each of our managers, including regularly scheduled investment reviews to keep our clients updated regarding these portfolios.
2929 Allen Parkway, Suite 3000, Houston, TX 77019 | 713.238.2050
755 E Mulberry Avenue, Suite 105, San Antonio, TX 78212 | 210.694.4329
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