Investment Management and Advice
Investment Management and Advice
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.
We may periodically offer to our clients as a complement to our traditional proprietary investment strategies.
Director of Administration
Managing Director
Investment Strategy
Director
Investment Operations
Associate
Investment Operations
Managing Director
Portfolio Manager – Fixed Income
Associate
Investment Management
Director
Wealth Advisor
Associate
Portfolio Administrator
Senior Associate
Fund Administration
Senior Associate
Relationship Manager
Director
Relationship Manager
Chief of Staff
Director of Finance & Accounting
Senior Associate
Trading
Associate
Client Advisory Associate
Managing Director
Portfolio Manager – U.S. Value Equity
Chief Investment Officer
Associate
Finance & Accounting
Executive Chairman
Managing Director
General Counsel
Chief Operating Officer
Director
Relationship Manager
Partner
Client Advisor
Associate
Client Advisory Associate
Managing Director
Client Advisor
Executive Vice Chairman
Founder
Managing Partner
Portfolio Manager - U.S. Core Equity
Managing Director
Portfolio Manager - International Value Equity
Founding Partner
Director
Portfolio Administrator
Senior Network Engineer
Senior Associate
Relationship Manager
Managing Director
Client Development
Client Advisor
Executive Assistant
Senior Associate
Finance & Accounting
Managing Director
Client Advisor
Managing Director
Portfolio Manager - Taxable Fixed Income
Executive Assistant
Managing Director
Head of Middle Office
Director of Marketing
Senior Associate
Reporting
Associate
Client Advisory Analyst
Partner
Client Advisor
Director of Fund Administration
Associate
Client Advisory Associate
Associate
Client Advisor
Senior Associate
Client Advisory Analyst
Senior Associate
Portfolio Administrator
Chief Executive Officer
Managing Director
Portfolio Manager – High Income Municipal Bond
Associate
Client Advisor
Senior Associate
Investment Management
Associate
Client Advisory Analyst
Senior Associate
Investment Management
Managing Director
Trading
Senior Associate
Investment Operations
Director
Investment Strategy
Partner
Client Advisor
Director
Reporting
Associate
Office Coordinator
Managing Director
Portfolio Manager – SMID Cap Equities
Executive Assistant
Associate
Client Advisory Associate
Senior Associate
Executive Assistant
Senior Associate
Relationship Manager
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