Texas Investment Management Services

Let Us Help Preserve and Grow Your Investment Portfolio
Our Investment Management Process

Before any investment recommendations can be made, we need to do a complete analysis of existing investment assets. We want to evaluate those assets in terms of their suitability in attaining client goals and objectives, as well as ensuring that new investment recommendations integrate into a well-diversified portfolio.

All investment classifications are available to us for inclusion in the portfolios. This includes index funds, mutual funds, exchange traded funds, individual securities, and alternative investment strategies and products.

Independent Investment Advisors With Over 60 Years of Experience

Our extensive experience and credentials speak for themselves. Among our staff, we have over 60 years of combined experience in the financial services industry. We also have extensive experience building portfolios for individuals (IRAs and taxable accounts), foundations, employee benefit plans, and corporate investment portfolios.

Our firm contains wealth management professionals with CFP®, CFA®, CAIA®, and CTFA® credentials. We believe our extensive background in investment management, trust services, and fiduciary services make us a top investment management firm in Texas.

Our investment management minimum is $500,000, but we maintain the right to modify that (up or down) depending on individual circumstances.

Careful Risk Management To Help You Reach Your Investment Goals

A portfolio’s risk is highly individualized depending on client circumstances and preferences. While we never promise and specific rate of return, we construct portfolios consistent with the “efficient frontier,” which seeks to maximize the return for a given risk level or minimize the risk for a given return requirement. The process is done through a combination of asset allocation and investment selections.

Investment Management Services In Texas and Nationwide

We provide investment management, financial planning, trust planning, and other wealth management services to young professionals, retirees, business owners, and foundations throughout Texas, nationwide, and even internationally (Disclosure). We are fee-only financial planners and fiduciaries, and are required by law and oath to provide investment advice that is in your best interest.

Contact us for a free no-obligation financial consultation.

Let us show you how we strive to be a top wealth manager in Texas.

Learn about our other wealth management services:

Paragon Financial Advisors
Texas Investment Management Services
Serving College Station, Austin, Houston, Dallas, San Antonio and nationwide
215 Rock Prairie Road
College Station, Texas 77845
(979) 693-3907