As a locally managed firm, we can make decisions that benefit our client not a bureaucracy.
We have a uniquely qualified senior management team with decades of multifaceted investing and problem-solving experience. Two thirds of our team work directly with our clients.
We are intellectually honest. Our partners use the same solutions as our clients. Our institutional process means we use the same processes for our largest clients as we do for all of our clients.
As the largest independent registered investment advisor in central and south Texas*, we have a significant history of serving institutions and multigenerational families. We have a long tenure and high retention with our clients.
We advocate for clients. Most of our clients cannot recreate their wealth. Our job is to help steward it. Therefore, we are transparent and motivated for their success.
We develop tailored solutions and cultivate long-term relationships founded on our core values of trust, honor, respect, service, and family.