Founded in 2001, we offer investment management and financial advice for individuals, families and institutions. Our headquarters are in Houston with an office in San Antonio.
We offer a diverse mix of global internally managed investment strategies across the risk/return spectrum, allowing us to construct client portfolios with an emphasis on risk management.
Invests primarily in large capitalization U.S. equities. The strategy utilizes fundamentally-based stock selection.
Invests in a strategically allocated portfolio of liquid, broad market and industry sector exchange-traded funds.
Invests in a diversified portfolio of tax exempt bonds, balancing the objective of total return with income production.
Seeks income return through the prudent allocation of capital within the high grade tax-exempt municipal bond market.